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What smart money is saying about Keurig Dr PepperUnited States flag

KDP · Consumer Defensive · Beverages - Non-Alcoholic · Market cap $38.98B

1 fund in our archive has pitched Keurig Dr Pepper, most recently Harris US Concentrated Strategy in December 2024.

Company profile

Keurig Dr Pepper Inc. operates as a beverage company in the United States and internationally. It operates through Coffee Systems, Packaged Beverages, Beverage Concentrates, and Latin America Beverages segments. The Coffee Systems segment manufactures and distributes various finished goods related to its coffee systems, K-Cup pods, and brewers, as well as specialty coffee. This segment sells its brewers through third-party distributors and retail partners, as well as through its website at keurig.com. The Packaged Beverages segment engages in the manufacture and distribution of packaged beverages of its brands; contract manufacturing of various private label and emerging brand beverages; and distribution of packaged beverages for its partner brands. The Beverage Concentrates segment manufactures and sells beverage concentrates primarily under the Dr Pepper, Canada Dry, A&W, 7UP, Sunkist, Squirt, Big Red, RC Cola, Vernors, Snapple, Mott's, Bai, Hawaiian Punch, Clamato, Yoo-Hoo, Core, ReaLemon, evian, Vita Coco, and Mr and Mrs T mixers brands. This segment also manufactures beverage concentrates into syrup. The Latin America Beverages segment manufactures and distributes carbonated mineral water, flavored carbonated soft drinks, bottled water, and vegetable juice products under the Peñafiel, Clamato, Squirt, Dr Pepper, Crush, and Aguafiel brands. The company serves retailers, bottlers and distributors, restaurants, hotel chains, office coffee distributors, and end-use consumers. Keurig Dr Pepper Inc. was founded in 1981 and is headquartered in Burlington, Massachusetts.

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3
Reported positions
0
Bought
0
Sold
7
Letters

Position history

Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Keurig Dr Pepper, with no move described.

Fund letters reporting a position in Keurig Dr Pepper, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263000
Q4 20240001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 3 positions

Also mentioned · 3

These funds discuss Keurig Dr Pepper as a competitor, benchmark or comparable, without disclosing a position in it.

  • “Keurig Dr Pepper was a contributor during the quarter.”
    Keurig Dr Pepper
  • MentionedNexPoint Event Driven Fund
    December 2025
    “During the fourth quarter, activists publicly launched campaigns against several large-cap companies. Specifically, Elliott Investment Management targeted sports apparel maker Lululemon, while Starboard Value went after oil & gas construction company Fluor and Keurig Dr Pepper, and Jana Partners, in concert with Browning West, went after specialty healthcare manufacturer Cooper Companies.”
    Keurig Dr Pepper
  • MentionedBonsai partners
    June 2025
    “As a result, the current geographic ownership of Schweppes is as follows: 1) Keurig Dr Pepper: United States and Canada”
    Keurig Dr Pepper

Fund coverage · 1 thesis

Read every full thesis on Keurig Dr Pepper

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