Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Keurig Dr Pepper Inc (KDP)

817 + Investors. Track Smart Money conviction in KDP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -22
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — KDP

Based on 823 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their KDP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
823 hedge funds hold KDP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KDP is almost the same as a year ago (+5 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

431 buying434 selling
Last quarter: 431 funds bought or added vs 434 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-51 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 96 → 151 → 161 → 110. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
469 out of 823 hedge funds have held KDP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~110 new funds/quarter

132 → 96 → 151 → 161 → 110 new funds/Q
New funds entering each quarter: 96 → 151 → 161 → 110. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 26% new
Entry-cohort mix of 857 holders: 539 (63%) are 2+ year veterans, 99 entered 1–2 years ago, and 219 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
66 of 822 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in KDP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KDP

In 2026 Q1, 431 hedge funds were net buyers of KDP (110 opened a new position, 321 added to an existing one), while 434 reduced or exited (302 trimmed, 132 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 54% of total institutional value in KDP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -22 funds (more exits than new entries). Total institutional holders: 823.

Hedge Fund Ownership: KDP

How many hedge funds hold KDP — quarterly history vs. share price
Quarterly hedge fund ownership of KDP vs. share price

Market Analysis: KDP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KDP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Keurig Dr Pepper Inc (KDP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KDP has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
KDP
+16.8%
XLP
nan%

KDP outperformed XLP by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
KDP
+6.3%
XLP
nan%

Since the filing became public, KDP outperformed XLP by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

61 top-rated funds 6 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: KDP
817 + Investors

Track Smart Money conviction in KDP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 817 845 -3.31%
13F Shares 1.25B 1.28B -1.96%
Total Value $31.22B $35.70B -12.55%
New Positions 107 161 -54
Increased Positions 305 326 -21
Closed Positions 135 139 -4
Reduced Positions 299 287 +12
Total Calls 17 26 -34.62%
Total Puts 17 19 -10.53%
PUT/CALL Ratio 1.0 0.73 Neutral

Statistics: KDP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

817 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KDP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 KDP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lone Peak Global Investors LLC 4.54% 1,034,558 $27.2M
2 Contrarius Group Holdings Ltd 4.16% 2,787,899 $73.4M
3 Harris Associates L P 3.27% 93,082,313 $2.45B
4 Mangrove Partners IM, LLC 2.91% 1,364,682 $35.9M
5 Advisory Research Inc 2.72% 839,297 $22.1M
6 Munich Reinsurance Co Stock Corp in Munich 2.23% 3,451,524 $90.9M
7 Barrow Hanley Mewhinney & Strauss LLC 1.89% 21,871,212 $575.9M
8 Sawgrass Asset Management LLC 1.57% 395,097 $10.4M
9 RWC Asset Management LLP 1.34% 1,225,366 $32.3M
10 Taikang Asset Management (Hong Kong) Co Ltd 1.33% 508,697 $13.4M
11 ANTIPODES PARTNERS Ltd 1.19% 2,348,581 $61.8M
12 Collaborative Fund Advisors, LLC 1.17% 72,144 $1.9M
13 Private Management Group Inc 1.16% 1,528,442 $40.2M
14 Valley Wealth Managers, INC. 1.15% 680,797 $17.9M
15 Anchor Capital Advisors LLC 1.13% 1,503,199 $39.6M
16 Applied Finance Capital Management, LLC 0.99% 500,708 $13.2M
17 Sendero Wealth Management, LLC 0.96% 329,692 $8.7M
18 Letson Investment Management, INC. 0.91% 90,156 $2.4M
19 River Road Asset Management, LLC 0.82% 2,734,593 $72.0M
20 Neo Ivy Capital Management 0.74% 106,002 $2.8M
21 Mork Capital Management, LLC 0.73% 39,080 $1.0M
22 Poehling Capital Management, INC. 0.70% 125,420 $3.3M
23 CTC Alternative Strategies, Ltd. 0.60% 10,100 $266K
24 Quinn Opportunity Partners LLC 0.60% 438,100 $11.5M
25 Chapman Financial Group, LLC 0.60% 31,795 $837K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Keurig Dr Pepper Inc (KDP)

What does the Smart Money Trend signal show for KDP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their KDP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KDP?

Slight buying edge — 50% buying: Last quarter: 431 funds bought or added vs 434 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KDP holders?

Elite ownership — 54% AUM from top-100 funds: 66 of 822 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in KDP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KDP?

57% of holders stayed for 2+ years: 469 out of 823 hedge funds have held KDP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Keurig Dr Pepper Inc (KDP) following the 2026 Q1 hedge fund 13F filings?

As of today, KDP has moved +6.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLP sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), KDP has gained +16.8% vs nan% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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