Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Keurig Dr Pepper Inc (KDP)

845 + 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
↑ +31
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — KDP

Based on 857 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added KDP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
857 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

481 buying393 selling
Last quarter: 481 funds bought or added vs 393 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.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new KDP position: 151 → 162 → 111 → 133. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 21% new
502 out of 857 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.
💰

Value +49% but shares only +20% — price-driven

Value
+48%
Shares
+19%
Last quarter: the total dollar value of institutional holdings rose +49%, but actual share count only changed +20%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

97 → 151 → 162 → 111 → 133 new funds/Q
New funds entering each quarter: 151 → 162 → 111 → 133. KDP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 888 holders: 556 (63%) are 2+ year veterans, 119 entered 1–2 years ago, and 213 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
66 of 854 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 481 hedge funds were net buyers of KDP (133 opened a new position, 348 added to an existing one), while 393 reduced or exited (291 trimmed, 102 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 69% of total institutional value in KDP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 857.

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 Q2 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 June 30, 2026 · 84d ago
KDP
-6.4%
XLP
-0.7%

KDP outperformed XLP by -5.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 39d ago
KDP
-2.6%
XLP
-4.2%

Since the filing became public, KDP outperformed XLP by +1.6% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 8 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: KDP
845 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 845 826 2.3%
13F Shares 1.45B 1.27B 14.19%
Total Value $45.10B $31.77B 41.98%
New Positions 132 111 +21
Increased Positions 336 307 +29
Closed Positions 110 131 -21
Reduced Positions 281 302 -21
Total Calls 19 17 11.76%
Total Puts 14 17 -17.65%
PUT/CALL Ratio 0.74 1.0 Neutral

Statistics: KDP

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

845 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lone Peak Global Investors LLC 4.95% 1,098,204 $35.9M
2 Contrarius Group Holdings Ltd 4.92% 3,262,484 $106.8M
3 Harris Associates L P 4.03% 92,854,297 $3.04B
4 Ilex Capital Partners (UK) LLP 3.34% 4,970,216 $162.7M
5 Night Squared LP 3.20% 910,913 $29.8M
6 Mangrove Partners IM, LLC 2.93% 1,364,682 $44.7M
7 Advisory Research Inc 2.83% 867,771 $28.4M
8 Barrow Hanley Mewhinney & Strauss LLC 2.33% 23,437,371 $767.1M
9 Munich Reinsurance Co Stock Corp in Munich 2.22% 3,105,865 $101.7M
10 Woodley Farra Manion Portfolio Management Inc 1.81% 1,149,371 $37.6M
11 Clough Capital Partners L P 1.79% 670,488 $21.9M
12 Taikang Asset Management (Hong Kong) Co Ltd 1.73% 579,602 $19.0M
13 Sawgrass Asset Management LLC 1.70% 392,287 $12.8M
14 RWC Asset Management LLP 1.55% 1,249,198 $40.9M
15 Anchor Capital Advisors LLC 1.35% 1,467,633 $48.0M
16 Valley Wealth Managers, INC. 1.33% 704,734 $23.1M
17 Private Management Group Inc 1.32% 1,527,134 $50.0M
18 CM Management, LLC 1.25% 60,000 $2.0M
19 Sendero Wealth Management, LLC 1.23% 376,291 $12.3M
20 ANTIPODES PARTNERS Ltd 1.22% 2,027,028 $66.3M
21 Applied Finance Capital Management, LLC 1.10% 452,729 $14.8M
22 Letson Investment Management, INC. 0.90% 75,065 $2.5M
23 Perpetual Ltd 0.84% 1,797,137 $58.8M
24 Poehling Capital Management, INC. 0.82% 117,248 $3.8M
25 Mork Capital Management, LLC 0.82% 39,080 $1.3M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added KDP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KDP?

Slight buying edge — 55% buying: Last quarter: 481 funds bought or added vs 393 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 — 69% AUM from top-100 funds: 66 of 854 holders are among the 100 largest funds by AUM, controlling 69% 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?

59% of holders stayed for 2+ years: 502 out of 857 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 Q2 hedge fund 13F filings?

As of today, KDP has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.2% for the XLP sector ETF — an outperformance of +1.6%. Since the quarter end (June 30, 2026), KDP has gained -6.4% vs -0.7% 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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