your badges 52W Range $25–$34 61% of range Analyst Rating BUY 24 analysts Price Target $36 +19% upside P/E 30.7 ROE 5.7% Net Profit Margin 7.1%

KDP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $30.37
Market Cap (MRQ) $41.33B
P/E (TTM) 30.7
EPS (TTM) $0.99
Revenue (TTM) $20.09B
Div Yield 3.0%
ROE (TTM) 5.7%
Debt/Equity (MRQ) 1.0
52W Range $25–$34

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04
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About Keurig Dr Pepper Inc. - Common Stock Company overview from Wikipedia

05 · wikidata

Dr Pepper Snapple Group was an American multinational soft drink company based in Plano, Texas. The company originated as Cadbury Schweppes Americas Beverages, a division of Cadbury Schweppes.

In 2008, it was spun off as the independent Dr Pepper Snapple Group and began trading on the New York Stock Exchange under the symbol "DPS."

The company managed a portfolio of carbonated soft drinks, juices, teas, mixers, and bottled waters, including brands such as Dr Pepper, 7UP (U.S. rights), Snapple, Mott’s, Canada Dry, A&W Root Beer, and Hawaiian Punch.

Prior to its 2018 merger, Dr Pepper Snapple Group ranked as one of the largest nonalcoholic beverage companies in North America, with net sales of $6.69 billion in 2017.

In July 2018, the company was acquired by Keurig Green Mountain, forming Keurig Dr Pepper. Shareholders of Dr Pepper Snapple Group retained a 13% stake in the combined company, while Mondelez International and JAB Holding Company controlled significant shares.

History

Origins

Dr Pepper Snapple Group traces its origins to Cadbury Schweppes Americas Beverages (CSAB), a division of Cadbury Schweppes created through a series of acquisitions during the 1990s and early 2000s.

In 1995, Cadbury Schweppes purchased Dr Pepper/Seven Up, Inc., adding the Dr Pepper and 7UP brands to its portfolio. In 1998, the company further expanded by acquiring Beverage America and Select Beverages from the Carlyle Group, both significant U.S. bottlers of soft drinks. In 2000, Cadbury Schweppes acquired Snapple, Mistic, and Stewart’s from Triarc Companies for $1.45 billion, followed later that year by the purchase of Royal Crown Cola from Triarc.

Between 2006 and 2007, Cadbury Schweppes consolidated much of its U.S. bottling operations by acquiring Dr Pepper/Seven Up Bottling Group and several regional bottlers, giving the company greater direct control over manufacturing and distribution. In October 2007, Cadbury Schweppes announced plans to separate its confectionery and beverage operations, with the latter becoming an independent publicly traded company.

Dr Pepper Snapple Group and distribution agreements

In May 2008, the beverage division was demerged, creating Dr Pepper Snapple Group. In 2008, the company acquired a minority interest in Big Red, Inc.

In February 2010, PepsiCo paid Dr Pepper Snapple Group $900 million for a 20-year license to distribute Dr Pepper brands in territories served by its newly acquired bottlers.

In June 2010, The Coca-Cola Company agreed to pay Dr Pepper Snapple Group $715 million for a 20-year license to distribute certain brands in the United States and Canada, with an option to renew for another 20 years. The agreement included adding Dr Pepper brands to Coca-Cola's Freestyle fountain machines.

Following the Coca-Cola agreement, the U.S. Federal Trade Commission required the company to implement safeguards to prevent access to Dr Pepper Snapple's confidential business information.

In 2015, the company acquired a minority stake in Bai Brands for $15 million and, in 2016, announced the full acquisition for $1.7 billion.

Merger with Keurig Green Mountain

On January 29, 2018, Dr Pepper Snapple was acquired by Keurig Green Mountain in an $18.7 billion transaction. Following the merger, the combined company was renamed Keurig Dr Pepper and began trading publicly on the New York Stock Exchange. Under the terms of the agreement, Dr Pepper Snapple Group shareholders retained a 13% ownership stake in the new entity, with additional stakes held by Mondelez International, and JAB Holdings, which retained majority control. Larry Young, President and CEO of Dr Pepper Snapple Group at the time, transitioned from his executive roles and joined the Keurig Dr Pepper board of directors.

Post-merger

After the 2018 merger, Dr Pepper Snapple Group’s operations were folded into Keurig Dr Pepper, with its Plano headquarters retained as one of the new company’s main offices. Under Keurig Dr Pepper ownership, legacy brands such as Snapple and Dr Pepper continued to evolve, including the rebranding of Diet Snapple to Snapple Zero Sugar in 2022. By 2024, Dr Pepper had become the second-largest carbonated soft drink in the United States by retail sales, and in 2025 new flavor variants such as Dr Pepper Blackberry were introduced across the portfolio.

Operations

Marketing

Snapple utilized the slogan "Made from the Best Stuff on Earth", while Dr Pepper maintained campaigns such as "Always One of a Kind". In 2011, the company launched Dr Pepper TEN, a low-calorie cola marketed toward male consumers, with its "It's Not for Women" tagline. Dr Pepper Snapple Group also promoted its brands through major sports sponsorships, including becoming the presenting sponsor of the College Football Playoff, an agreement it extended with ESPN through 2026. The company also signed team partnerships, as the official beverage partner of the Oakland Athletics in 2018 and the exclusive soft drink provider for Major League Soccer’s Houston Dynamo beginning in 2011.

Distribution

Dr Pepper Snapple Group employed a hybrid distribution model, using both company-owned bottling and distribution operations as well as independent third-party bottlers. This approach allowed the company to maintain direct control in some regions while relying on partnerships in others. In North America, major distribution agreements with PepsiCo and The Coca-Cola Company ensured broad market coverage for its core brands. PepsiCo distributed Dr Pepper in territories served by its bottlers, while Coca-Cola handled brands such as Canada Dry, C’Plus, and Schweppes in the United States and Canada.

Governance

Dr Pepper Snapple Group maintained its headquarters in Plano, Texas throughout its existence as an independent entity. Larry Young, formerly president and chief operating officer of Cadbury Schweppes Americas Beverages, was chief executive officer from the company's formation in 2008 until its merger with Keurig Green Mountain in 2018. Following the merger, Young transitioned to the board of directors of the combined entity, Keurig Dr Pepper, until 2024.

Products

Dr Pepper Snapple Group managed a wide range of nonalcoholic beverages, including carbonated soft drinks, juices, teas, mixers, bottled water, and energy drinks. Its soft drink lineup included established brands such as Dr Pepper, 7UP (U.S. rights only), A&W Root Beer, Canada Dry, Crush, Squirt, Sunkist (produced under license), Vernors, RC Cola, and Nehi.

The company also distributed non-carbonated beverages, including Snapple teas and juices, Mott's juices and mixers, Hawaiian Punch, and Vita Coco coconut water.

During the 2000s, the company expanded its portfolio through a series of acquisitions. In 2000, it acquired Snapple, Mistic, and Stewart's from Triarc Companies and later added Royal Crown Cola from the same group. In 2008, shortly after becoming an independent entity, the company purchased a minority interest in Big Red, Inc. In 2015, it invested in Bai Brands, to expand its presence in the low-calorie and antioxidant beverage segment.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorConsumer Staples industryBeverages employees50,000 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$16.60B
2017-09-30 → 2025-12-31
EPS$1.53
2017-09-30 → 2025-12-31
Free Cash Flow$1.50B
2018-12-31 → 2025-12-31
Net margin7.1%
2018-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend KDP 5Y avg Peer Median Verdict
P/E (TTM) 30.75Y avg ≈26.1 ≈26.1 33.1 Fair value
P/S (TTM) 2.15Y avg ≈3.2 ≈3.2 3.8 Undervalued
P/B (MRQ) 1.75Y avg ≈1.8 ≈1.8 7.8 Undervalued
EV / EBITDA 15.25Y avg ≈19.9 ≈19.9 22.3 Undervalued
Price / FCF (TTM) 21.05Y avg ≈28.9 ≈28.9 · ·
Price / Cash Flow (TTM) 16.45Y avg ≈21.9 ≈21.9 34.2 Undervalued
EV / Revenue 3.35Y avg ≈4.0 ≈4.0 · ·
EV / FCF 36.05Y avg ≈36.4 ≈36.4 · ·
Price / Tangible Book (MRQ) -3.2 · · ·
PEG Ratio ≈2.9 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield3.0%
Payout Ratio60.1%
Annualized Payout≈$0.92Paid quarterly
5Y Div CAGR≈8.9%Per share, split-adjusted
Growth Streak≈5Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 28, 2026$0.23USD≈2.9%
Jun 26, 2026$0.23USD≈2.8%
Mar 27, 2026$0.23USD≈3.5%
Jan 2, 2026$0.23USD≈3.3%
Sep 26, 2025$0.23USD≈3.6%
Jun 27, 2025$0.23USD≈2.8%
Mar 28, 2025$0.23USD≈2.7%
Jan 3, 2025$0.23USD≈2.8%
Sep 27, 2024$0.23USD≈2.3%
Jun 28, 2024$0.22USD≈2.6%
Mar 27, 2024$0.22USD≈2.8%
Jan 4, 2024$0.22USD≈2.6%
Sep 28, 2023$0.22USD≈2.6%
Jun 29, 2023$0.20USD≈2.6%
Mar 30, 2023$0.20USD≈2.2%
Jan 5, 2023$0.20USD≈2.2%
Sep 29, 2022$0.20USD≈2.1%
Jun 30, 2022$0.19USD≈2.1%
Mar 31, 2022$0.19USD≈2.0%
Jan 5, 2022$0.19USD≈1.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 3.0%
Next Report Oct 26, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 6, 2026 $0.57 $0.54 5.0%
March 31, 2026 $0.39 $0.38 3.8%
Dec. 31, 2025 $0.60 $0.59 0.86%
Sept. 30, 2025 $0.54 $0.54 -0.37%
June 30, 2025 $0.49 $0.49 -0.22%
March 31, 2025 $0.42 $0.39 8.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 17
Metric Trend 20252024202320222021202020192018201720162015
Revenue $16.60B$15.35B$14.81B$14.06B$12.68B$11.62B$11.12B$7.44B$6.69B$6.44B$6.28B
Cost of Revenue $7.60B$6.82B$6.73B$6.73B$5.71B$5.13B$4.78B$3.56B$2.69B$2.58B$2.56B
Gross Profit $9.00B$8.53B$8.08B$7.32B$6.98B$6.49B$6.34B$3.88B$4.00B$3.86B$3.72B
R&D Expense $70M$70M$66M$65M$66M$69M$81M$64M$20M$20M$19M
SG&A Expense $5.35B$5.01B$4.91B$4.64B$4.15B$3.98B$3.96B$2.63B$2.56B$2.33B$2.31B
Operating Income $3.58B$2.59B$3.19B$2.60B$2.89B$2.48B$2.38B$1.24B$1.39B$1.43B$1.30B
Interest Expense ··$496M$693M$500M$604M$654M$401M$164M$147M$117M
Interest Income ········$3M$3M$2M
Other Non-op $-134M$58M$61M$-14M$2M$-17M$-19M$19M$8M$25M$1M
Pretax Income $2.69B$1.91B$2.76B$1.72B$2.80B$1.75B$1.69B$791M$1.17B$1.28B$1.18B
Income Tax $608M$473M$576M$284M$653M$428M$440M$202M$95M$434M$420M
Net Income $2.08B$1.44B$2.18B$1.44B$2.15B$1.32B$1.25B$586M$1.08B$847M$764M
EPS (Basic) $1.53$1.06$1.56$1.01$1.52$0.94$0.89$0.54$5.91$4.57$4.00
EPS (Diluted) $1.53$1.05$1.55$1.01$1.50$0.93$0.88$0.53$5.89$4.54$3.97
Shares (Basic) 1,358,100,0001,362,200,0001,399,300,0001,416,800,0001,415,700,0001,407,200,0001,406,700,0001,086,300,000182,000,000185,400,000190,900,000
Shares (Diluted) 1,362,800,0001,368,300,0001,408,400,0001,428,500,0001,427,900,0001,422,100,0001,419,100,0001,097,600,000182,800,000186,600,000192,400,000
EBITDA $3.58B$2.59B$3.19B$2.60B$2.89B$2.48B$2.38B$1.24B·$1.43B$1.30B
Balance Sheet 29
Metric Trend 20252024202320222021202020192018201720162015
Cash & Equivalents $1.03B$510M$267M$535M$567M$240M$75M$83M$90M$1.79B$911M
Receivables $1.67B$1.50B$1.37B$1.48B$1.15B$1.05B$1.11B$1.15B$483M$595M$570M
Inventory $1.73B$1.30B$1.14B$1.31B$894M$762M$654M$626M$384M$202M$209M
Prepaid Expense $818M$606M$598M$471M$447M$323M$403M$254M$94M$101M$69M
Other Current Assets $484M$433M·······$39M$39M
Current Assets $5.27B$4.00B$3.38B$3.80B$3.06B$2.39B$2.27B$2.16B$1.06B$2.74B$1.82B
PP&E (Net) $3.23B$2.96B$2.70B$2.49B$2.49B$2.21B$2.03B$2.31B$790M$1.14B$1.16B
PP&E (Gross) $5.83B$5.22B$4.66B$4.14B$3.84B$3.23B$2.76B$2.99B$1.04B$2.72B$2.65B
Accum. Depreciation $2.60B$2.25B$1.96B$1.65B$1.35B$1.02B$729M$676M$253M$1.58B$1.49B
Goodwill $20.25B$20.05B$20.20B$20.07B$20.18B$20.18B$20.17B$20.01B$9.82B$2.99B$2.99B
Intangibles $23.73B$23.63B$23.29B$23.18B$23.86B$23.97B$24.12B$23.97B$3.83B$2.66B$2.66B
Other Non-current Assets $1.29B$1.20B$1.15B$1.25B$937M$894M$748M$259M$121M$183M$150M
Total Assets $55.46B$53.43B$52.13B$51.84B$50.60B$49.78B$49.52B$48.92B$15.74B$9.79B$8.87B
Accounts Payable $3.00B$2.98B$3.60B$5.21B$4.32B$3.74B$3.18B$2.30B$1.58B$303M$277M
Accrued Liabilities $1.38B$1.58B$1.24B$1.15B$1.11B$1.04B$939M$1.01B$201M$670M$708M
Short-term Debt ·········$0$0
Current Liabilities $8.29B$8.09B$8.92B$8.08B$6.49B$7.69B$6.47B$5.70B$2.02B$1.05B$1.58B
Capital Leases $764M$790M$793M$803M$608M$580M$427M$0$97M··
Deferred Tax $5.53B$5.43B$5.76B$5.74B$5.99B$5.99B$6.03B$5.92B$1.03B$812M$787M
Other Non-current Liabilities $3.09B$2.75B$1.83B$1.82B$1.58B$1.12B$930M$559M$56M$209M$260M
Total Liabilities $29.94B$29.19B$26.45B$26.71B$25.63B$25.95B$26.26B$26.39B$8.08B$7.66B$6.69B
Long-term Debt $13.93B$13.94B$11.10B$11.57B$11.73B$13.49B$13.17B$14.58B$5.10B$4.33B$3.25B
Total Debt $13.93B$13.94B$11.10B$11.57B$11.73B$13.49B$13.17B··$0$3.38B
Common Stock $14M$14M$14M$14M$14M$14M$14M$14M$8M$2M$2M
Retained Earnings $5.62B$4.79B$4.56B$3.54B$3.20B$2.06B$1.58B$1.18B$914M$2.27B$2.17B
AOCI $102M$-276M$315M$129M$-26M$77M$104M$-130M$99M$-229M$-195M
Stockholders' Equity $25.52B$24.24B$25.68B$25.13B$24.97B$23.83B$23.26B$22.53B$7.40B$2.13B$2.18B
Liabilities + Equity $55.46B$53.43B$52.13B$51.84B$50.60B$49.78B$49.52B$48.92B$15.74B$9.79B$8.87B
Shares Outstanding 1,358,663,7951,356,664,6091,390,446,0431,408,394,2931,418,119,1971,407,260,6761,406,852,3051,405,944,922790,478,141183,119,843187,841,509
Cash Flow 15
Metric Trend 20252024202320222021202020192018201720162015
D&A ········$102M$99M$105M
Stock-based Comp $97M$98M$116M$52M$88M$85M$64M$35M$36M$45M$44M
Deferred Tax $45M$-254M$-4M$-289M$31M$-51M$-23M$-81M$-201M$29M$29M
Amort. of Intangibles $138M$133M$137M$138M$134M$133M$126M$121M$7M$3M$6M
Restructuring $63M$91M$35M$172M$202M$200M$233M$170M···
Operating Cash Flow $1.99B$2.22B$1.33B$2.84B$2.87B$2.46B$2.47B$1.61B$1.04B$961M$1.01B
CapEx $486M$563M$425M$353M$423M$461M$330M$180M$202M$180M$179M
Investing Cash Flow $-573M$-1.61B$-784M$-1.14B$210M$-316M$-150M$-19.13B$-1.76B$-189M$-194M
Stock Issued ··$0$0$140M$0$0$9.00B···
Stock Repurchased $9M$1.11B$706M$379M$0$0··$399M$519M$521M
Net Stock Activity $-9M$-1.11B$-706M$-379M$140M$0$0$9.00B·$-519M$-521M
Dividends Paid $1.25B$1.19B$1.14B$1.08B$955M$846M$844M$232M$414M$386M$355M
Financing Cash Flow $-999M$-223M$-832M$-1.73B$-2.76B$-1.99B$-2.36B$17.58B$-907M$108M$-137M
Free Cash Flow $1.50B$1.66B$904M$2.48B$2.45B$2.00B$2.14B$1.43B·$759M$812M
Levered FCF ··$512M$1.91B··$1.66B$1.13B·$662M$737M
Profitability 8
Metric Trend 20252024202320222021202020192018201720162015
Gross Margin 54.2%55.6%54.5%52.1%55.0%55.8%57.0%52.2%·59.9%59.3%
Operating Margin 21.5%16.9%21.6%18.5%22.8%21.3%21.4%16.6%·22.2%20.7%
Net Margin 12.5%9.4%14.7%10.2%16.9%11.4%11.3%7.9%·13.2%12.2%
Pretax Margin 16.2%12.5%18.6%12.2%22.1%15.1%15.2%10.6%·19.9%18.9%
EBITDA Margin 21.5%16.9%21.6%18.5%22.8%21.3%21.4%16.6%·22.2%20.7%
ROA 3.8%2.7%4.2%2.8%4.3%2.7%2.5%··9.1%8.9%
ROE 8.2%5.9%8.6%5.7%8.7%5.6%5.4%··19.6%70.0%
ROIC 7.0%5.1%6.9%5.9%6.0%5.0%4.8%··44.4%15.1%
Liquidity & Solvency 5
Metric Trend 20252024202320222021202020192018201720162015
Current Ratio 0.60.50.40.50.50.30.4··2.61.1
Quick Ratio 0.30.20.20.20.30.20.2··2.30.9
Debt / Equity 0.50.60.40.50.50.60.6··0.01.5
LT Debt / Equity 0.50.50.40.40.50.50.6···1.3
Interest Coverage ··6.43.8··3.63.1·9.711.1
Efficiency 3
Metric Trend 20252024202320222021202020192018201720162015
Asset Turnover 0.30.30.30.30.30.20.2··0.70.7
Inventory Turnover 5.05.65.56.16.97.27.5··12.612.4
Receivables Turnover 10.510.710.410.711.610.79.8··11.111.2
Per Share 6
Metric Trend 20252024202320222021202020192018201720162015
Book Value / Share $18.78$17.87$18.47$17.84$17.61$16.93···$11.65$11.62
Revenue / Share $12.18$11.22$10.52$9.84$8.88$8.17$7.84$6.78·$34.51$32.65
Cash Flow / Share $1.46$1.62$0.94$1.99$2.01$1.73$1.74$1.47·$5.03$5.15
Cash / Share $0.76$0.38$0.19$0.38$0.40$0.17···$9.76$4.85
Dividend / Share $0.92$0.89$0.83$0.78$0.71$0.60$0.60·$2.32$1.74$1.92
EPS (TTM) $1.53$1.05$1.55$1.01$1.50$0.93$0.88$0.53$5.89$4.54$3.97
Growth Rates 10
Metric Trend 20252024202320222021202020192018201720162015
Revenue YoY 8.2%3.6%5.4%10.8%9.2%······
Revenue CAGR 3Y 5.7%6.6%8.4%········
Revenue CAGR 5Y 7.4%··········
EPS YoY 45.7%-32.3%53.5%-32.7%61.3%······
EPS CAGR 3Y 14.8%-11.2%18.6%········
EPS CAGR 5Y 10.5%··········
Net Income YoY 44.3%-33.9%51.9%-33.1%62.0%······
Net Income CAGR 3Y 13.1%-12.4%18.1%········
Net Income CAGR 5Y 9.4%··········
Dividends Paid CAGR 5Y 8.1%··········
Valuation (TTM) 16
Metric Trend 20252024202320222021202020192018201720162015
Revenue TTM $16.60B$15.35B$14.81B$14.06B$12.68B$11.62B$11.12B$7.44B$6.69B$6.44B$6.28B
Net Income TTM $2.08B$1.44B$2.18B$1.44B$2.15B$1.32B$1.25B$586M$1.08B$847M$764M
Market Cap $38.06B$43.58B$46.33B$50.22B$52.27B$45.03B···$16.60B$17.51B
Enterprise Value $50.96B$57.00B$57.16B$61.26B$63.44B$58.28B···$14.82B$19.97B
P/E 18.330.621.535.324.634.432.948.416.520.023.5
P/S 2.32.83.13.64.13.9···2.62.8
P/B 1.51.81.82.02.11.9···7.88.0
P / Cash Flow 19.119.634.917.718.218.3···17.717.7
P / FCF 25.326.351.220.221.322.6···21.921.6
EV / EBITDA 14.322.017.923.521.923.5···10.315.4
EV / FCF 33.934.463.224.725.929.2···19.524.6
EV / Revenue 3.13.73.94.45.05.0···2.33.2
Dividend Yield 3.3%2.7%2.5%2.1%1.8%1.9%···2.3%2.0%
Earnings Yield 5.5%3.3%4.7%2.8%4.1%2.9%3.0%2.1%6.1%5.0%4.3%
Payout Ratio 60.1%82.9%52.4%75.2%44.5%63.8%67.3%39.6%·45.6%46.5%
Annual Payout $1.25B$1.19B$1.14B$1.08B$955M$846M$844M$232M$414M$386M$355M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $16.60B $15.35B $14.81B $14.06B $12.68B
Gross Margin % 54.2% 55.6% 54.5% 52.1% 55.0%
Operating Margin % 21.5% 16.9% 21.6% 18.5% 22.8%
Net Income $2.08B $1.44B $2.18B $1.44B $2.15B
Diluted EPS $1.53 $1.05 $1.55 $1.01 $1.50

Institutional owners (13F) 938 filers · $50.0B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 938
Value held $50.0B
New positions 117
Exited positions 76
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
117 (-4 vs prior Q) 76 (-37 vs prior Q) 351 (+44 vs prior Q) 294 (-19 vs prior Q) +141.5M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
FMR LLC $5,642,581,153 172,397,835 11.29% Shares
BlackRock, Inc. $4,697,644,752 143,527,185 9.40% Shares
VANGUARD GROUP INC $4,508,456,436 160,958,816 9.02% Shares
Capital World Investors $3,886,725,929 118,725,548 7.78% Shares
HARRIS ASSOCIATES L P $3,039,121,138 92,854,297 6.08% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,833,645,703 86,576,404 5.67% Shares
STATE STREET CORP $2,113,573,957 64,129,461 4.23% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,057,097,847 62,850,530 4.12% Shares
WELLINGTON MANAGEMENT GROUP LLP $1,830,909,557 55,939,797 3.66% Shares
Invesco Ltd. $1,491,416,587 45,567,265 2.98% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,257,156,734 38,550,174 2.52% Shares
JPMORGAN CHASE & CO $1,050,502,565 31,358,284 2.10% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $767,105,152 23,437,371 1.54% Shares
Capital International Investors $744,042,482 22,732,737 1.49% Shares
MORGAN STANLEY $561,702,091 17,161,687 1.12% Shares
CITADEL ADVISORS LLC $545,378,943 16,662,968 1.09% Shares
NORGES BANK $525,090,303 16,043,089 1.05% Shares
Point72 Asset Management, L.P. $456,535,681 13,948,539 0.91% Shares
Allspring Global Investments Holdings, LLC $429,474,696 12,870,084 0.86% Shares
UBS Group AG $425,517,003 13,000,825 0.85% Shares
NORTHERN TRUST CORP $390,126,446 11,919,537 0.78% Shares
DIMENSIONAL FUND ADVISORS LP $313,066,741 9,562,681 0.63% Shares
GOLDMAN SACHS GROUP INC $309,668,682 9,461,310 0.62% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $304,441,728 9,301,611 0.61% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $302,377,959 11,484,161 0.61% Shares
BANK OF AMERICA CORP /DE/ $281,502,945 8,600,762 0.56% Shares
Legal & General Group Plc $269,335,868 8,228,986 0.54% Shares
VANGUARD FIDUCIARY TRUST CO $248,104,626 7,580,343 0.50% Shares
FRANKLIN RESOURCES INC $242,588,982 7,411,823 0.49% Shares
Amundi $241,588,917 7,381,268 0.48% Shares
Bank of New York Mellon Corp $231,344,711 7,068,277 0.46% Shares
DEUTSCHE BANK AG\ $181,620,407 5,549,050 0.36% Shares
CITIGROUP INC $169,063,159 5,165,388 0.34% Shares
Ilex Capital Partners (UK) LLP $162,675,170 4,970,216 0.33% Shares
MARSHALL WACE, LLP $145,274,950 4,438,587 0.29% Shares
Nuveen, LLC $138,547,045 4,233,030 0.28% Shares
MILLENNIUM MANAGEMENT LLC $134,350,497 4,104,812 0.27% Shares
BNP PARIBAS FINANCIAL MARKETS $133,788,883 4,087,653 0.27% Shares
WELLS FARGO & COMPANY/MN $123,604,150 3,776,479 0.25% Shares
Freestone Grove Partners LP $122,636,986 3,746,929 0.25% Shares
Swiss National Bank $119,149,343 3,640,371 0.24% Shares
Sumitomo Mitsui Trust Group, Inc. $111,475,467 3,405,911 0.22% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $109,315,058 3,339,904 0.22% Shares
BARCLAYS PLC $108,850,588 3,325,713 0.22% Shares
Pathstone Holdings, LLC $107,565,099 3,285,892 0.22% Shares
HSBC HOLDINGS PLC $107,163,299 3,252,088 0.21% Shares
Contrarius Group Holdings Ltd $106,781,101 3,262,484 0.21% Shares
Munich Reinsurance Co Stock Corp in Munich $101,654,961 3,105,865 0.20% Shares
ROYAL BANK OF CANADA $99,757,000 3,047,885 0.20% Shares
Balyasny Asset Management L.P. $97,630,513 2,982,906 0.20% Shares

Show all 938 institutional owners →

Activists & 5%+ owners 7 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
JAB BevCo B.V., Acorn Holdings B.V., JAB Coffee & Beverages Holdings 2 B.V., JAB Coffee & Beverages Holdings B.V., JAB Coffee & Beverages B.V., JAB Forest B.V., JAB Holdings B.V., JAB Investments S.a r.l., JAB Holding Co s.a r.l., Joh. A. Benckiser s.a.r.l., Agnaten SE, Lucresca SE ×9 filings May 5, 2025 4.40% Amendment Capital structure SEC
Mondelẽz International, Inc., Mondelẽz International Holdings LLC March 2, 2023 · Initial filing · SEC
BDT Capital Partners, LLC (2), BDT Oak Acquisition Vehicle, L.P. (2), BDTCP GP I, LLC (2), BDTP GP, LLC (2), Byron D. Trott (2) Sept. 3, 2021 · Initial filing · SEC
Mondelēz International, Inc., Mondelēz International Holdings LLC ×7 filings Aug. 4, 2021 · Initial filing · SEC
Maple Holdings B.V., Acorn Holdings B.V., Acorn Top Holding B.V., JAB Forest B.V., JAB Holdings B.V., JAB Investments S.à r.l., JAB Holding Company S.à r.l., Joh. A. Benckiser B.V., Agnaten SE, Lucresca SE ×9 filings Nov. 19, 2020 · Initial filing · SEC
BDT Oak Acquisition, B.V. (2), BDT Oak Acquisition Vehicle, L.P. (2), BDTCP GP I, LLC (2), BDT Capital Partners, LLC (2), BDTP GP, LLC (2), Byron D. Trott (2) ×2 filings Sept. 9, 2020 · Initial filing · SEC
Nelson Peltz, Peter W. May, Edward P. Garden, Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners General Partner, LLC S.S. OR, Trian Partners GP, L.P. S.S. OR, Trian Partners, L.P. S.S. OR, Trian Partners Master Fund, L.P. S.S. OR, Trian Partners Parallel Fund I General Partner, LLC S.S. OR, Trian Partners Parallel Fund I, L.P. S.S. OR, Trian SPV (SUB) II, L.P. S.S. OR, Trian SPV (SUB) IV, L.P. S.S. OR ×3 filings Jan. 13, 2010 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 78 insiders · 37 officers · 39 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Timothy P. Cofer CEO & President May 20, 2026 M 53,436 0 0 $0
Rafael Oliveira CEO Coffee Operating Unit April 27, 2026 A · 0 0 $0
Ozan Dokmecioglu President & CEO Sept. 15, 2022 M 1,985,607 0 0 $0
Philip L Hancock CEO, Bai Brands July 9, 2018 M 125,899 0 0 $0
Priyadarshi Sudhanshu CFO, President International March 5, 2025 A 234,398 0 0 $0
Martin M Ellen Executive Vice President & CFO July 9, 2018 M 164,067 0 0 $0
John O. Stewart Executive Vice President & CFO May 21, 2010 J 19,363 0 0 $0
Eric Gorli President, US Refreshment Bev. Sept. 14, 2026 M 100,304 0 0 $0
Olivier Lemire President, U.S. Coffee March 5, 2026 M 42,626 0 0 $0
Patrick Minogue President, US Coffee March 12, 2025 M 76,620 0 0 $0
Matthew Andrew Archambault President, US Refreshment Bev. May 23, 2024 S 12,565 0 0 $0
Mauricio Leyva Arboleda Group President March 13, 2023 M 320,511 0 0 $0
Herbert Derek Hopkins President, Cold Beverages Sept. 15, 2022 M 202,980 0 0 $0
Brian Andrew Loucks President Keurig Appliances March 12, 2020 A 136,267 0 0 $0
Pedro Herran Gacha President, Mexico & Carribean Sept. 4, 2009 J 34,344 0 0 $0
Anthony Shoemaker Chief Legal Officer Sept. 14, 2026 M 177,014 0 0 $0
Mary Beth Denooyer Chief Human Resources Officer Sept. 9, 2026 S 72,171 0 2 $-778,200
Angela A. Stephens Senior VP & Controller Sept. 3, 2026 S 55,786 0 2 $-605,850
Roger Frederick Johnson Chief Supply Chain Officer March 5, 2026 M 135,381 0 0 $0
Monique Oxender Chief Corp. Affairs Officer Sept. 16, 2024 M 73,522 0 0 $0
Karin Rotem-Wildeman Chief R&D Officer March 7, 2024 P 73,523 0 0 $0
Justin Whitmore Chief Strategy Officer March 4, 2024 A 143,296 0 0 $0
Maria A. Sceppaguercio-Gever Chief Corp. Affairs Officer May 8, 2023 S 141,555 0 0 $0
Maurice Anthony Milikin Chief Supply Chain Officer Sept. 12, 2022 P 142,776 0 0 $0
Fernando Cortes Chief Supply Chain Officer May 26, 2021 A 130,451 0 0 $0
James L. Baldwin JR Chief Legal Officer March 3, 2021 A 167,097 0 0 $0
James R. Trebilcock Chief Concentrate Officer March 12, 2020 A 130,435 0 0 $0
Margaret Newman Chief Human Resources Officer March 4, 2019 A 162,337 0 0 $0
Jaxie S Inc. Alt Executive Vice President July 9, 2018 M 31,971 0 0 $0
David Thomas Executive Vice President July 9, 2018 M 96,913 0 0 $0
James J. Johnston JR Executive Vice President July 9, 2018 M 180,518 0 0 $0
Rodger L. Collins Executive Vice President July 9, 2018 M 282,955 0 0 $0
Derry L. Hobson Executive Vice President July 9, 2018 M 71,348 0 0 $0
Tina Barry Executive Vice President Sept. 4, 2013 J 19,215 0 0 $0
Lawrence N. Solomon Executive Vice President March 5, 2012 J 11,129 0 0 $0
Jolene L. Varney Senior Vice President Feb. 27, 2009 J 12,816 0 0 $0
Randall E. Gier Executive Vice President Sept. 29, 2008 J 8,794 0 0 $0
Aaron E Alt Director Sept. 16, 2026 A 7,862 1 0 $250,247
Brian J Driscoll Director Sept. 16, 2026 A · 0 0 $0
Debra A. Sandler Director Sept. 14, 2026 M 2,285 0 0 $0
Robert James Gamgort Director March 5, 2026 M 1,951,412 0 0 $0
Oray Boston Director March 4, 2026 A · 0 0 $0
Juliette Hickman Director March 4, 2026 A 5,226 0 0 $0
Amie Thuener O'Toole Director March 4, 2026 A · 0 0 $0
Lawson E Whiting Director March 4, 2026 A · 0 0 $0
William A Newlands Director March 4, 2026 A · 0 0 $0
Pamela H Patsley Director March 4, 2026 A 44,992 0 0 $0
Paul S. Michaels Director March 12, 2025 M 19,734 0 0 $0
Joachim Creus Director Sept. 12, 2024 A · 0 0 $0
Olivier Goudet Director March 5, 2024 P 3,694,622 0 0 $0
Peter Harf Director March 5, 2024 P 182,605 0 0 $0
Rochet Lubomira Director March 4, 2024 A · 0 0 $0
Larry D Young Director March 4, 2024 A 625,260 0 0 $0
Michael Andrew Call Director March 1, 2023 A · 0 0 $0
Mondelez International, Inc. Director March 1, 2023 A 7,015 0 0 $0
Justine Tan Director March 2, 2022 A · 0 0 $0
Nelson Urdaneta Director March 2, 2022 A · 0 0 $0
Genevieve Hovde Director March 3, 2021 A · 0 0 $0
Dirk Van De Put Director March 3, 2021 A · 0 0 $0
Gerhard W. Pleuhs Director March 3, 2021 A · 0 0 $0
Anna-Lena Kamenetzky Director March 12, 2020 A · 0 0 $0
Lambertus J.H. Becht Director Jan. 12, 2019 M 4,122 0 0 $0
David E Alexander Director July 9, 2018 M 5,250 0 0 $0
Rule Antonio Carrillo Director July 9, 2018 M 5,552 0 0 $0
Ronald G. Rogers Director July 9, 2018 M 4,319 0 0 $0
Jose M Gutierrez Director July 9, 2018 M 3,561 0 0 $0
Wayne R Sanders Director July 9, 2018 M 45,411 0 0 $0
Dunia A Shive Director July 9, 2018 M 7,235 0 0 $0
SZOSTAK M ANNE Director July 9, 2018 M 5,095 0 0 $0
Joyce M Roche Director May 18, 2017 M 13,147 0 0 $0
John L Adams Director March 2, 2015 J 37,552 0 0 $0
Jack L Stahl Director July 23, 2014 M 27,210 0 0 $0
Terence D Martin Director March 4, 2013 J 20,066 0 0 $0
Michael Feder Weinstein Director Dec. 31, 2012 M 13,726 0 0 $0
Michael G Van De Ven · March 4, 2026 A 15,000 0 0 $0
Robert S Singer · March 4, 2026 A 47,829 0 0 $0
Anthony Disilvestro · Dec. 9, 2025 A · 0 0 $0
Fabien Simon · March 12, 2020 A · 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 151 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PBJ · Invesco Exchange-Traded Fund Trust 5.16% 141,554 SH Oct. 1, 2026 Daily
RSPS · Invesco Exchange-Traded Fund Trust 3.01% 418,151 SH Oct. 1, 2026 Daily
SAWG · ETF Series Solutions 2.45% 2,273 NS July 31, 2026 N-PORT
IYK · iShares Trust 1.89% 830,307 SH Sept. 11, 2026 Daily
FDIV · EA Series Trust 1.88% 35,457 NS July 31, 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 1.87% 106,550 NS July 31, 2026 N-PORT
FXG · First Trust Exchange-Traded AlphaDE… 1.55% 114,004 NS July 31, 2026 N-PORT
VDC · VANGUARD WORLD FUND 1.54% 4,331,408 SH Aug. 19, 2026 Daily
PSL · Invesco Exchange-Traded Fund Trust 1.46% 36,596 SH Oct. 1, 2026 Daily
FSTA · FIDELITY COVINGTON TRUST 1.44% 655,771 NS July 31, 2026 N-PORT
QFLR · Innovator ETFs Trust 1.33% 223,252 NS July 31, 2026 N-PORT
LQAI · Exchange Listed Funds Trust 1.17% 832 NS July 31, 2026 N-PORT
KXI · iShares Trust 1.16% 392,257 SH Sept. 11, 2026 Daily
QQQE · Direxion Shares ETF Trust 1.06% 452,633 NS July 31, 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0.99% 5,224 NS July 31, 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0.94% 362,557 NS July 31, 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.86% 50,012 NS July 31, 2026 N-PORT
QNXT · iShares Trust 0.82% 7,116 SH Sept. 11, 2026 Daily
VOE · VANGUARD INDEX FUNDS 0.73% 8,302,832 SH Aug. 19, 2026 Daily
TEXN · iShares Trust 0.67% 4,030 SH Sept. 11, 2026 Daily
IMCV · iShares Trust 0.60% 219,903 SH Sept. 11, 2026 Daily
USMV · iShares Trust 0.56% 4,258,299 SH Sept. 11, 2026 Daily
HDV · iShares Trust 0.56% 2,748,187 SH Sept. 11, 2026 Daily
NULV · Nushares ETF Trust 0.52% 364,235 NS July 31, 2026 N-PORT
GSY · Invesco Actively Managed Exchange-T… 0.44% 17,000,000 Oct. 1, 2026 Daily
VO · VANGUARD INDEX FUNDS 0.41% 28,011,447 SH Aug. 19, 2026 Daily
FFSM · FIDELITY COVINGTON TRUST 0.40% 193,456 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.40% 1,937,176 SH Sept. 11, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.39% 11,742,000 Oct. 1, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 0.39% 209,315 SH Oct. 1, 2026 Daily
FTLS · First Trust Exchange-Traded Fund III 0.33% 267,204 NS July 31, 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.33% 146,921 NS July 31, 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0.32% 9,320,500 Oct. 1, 2026 Daily
ACWV · iShares, Inc. 0.31% 332,484 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.30% 5,310,700 SH Sept. 11, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 44,533 NS July 31, 2026 N-PORT
IMCB · iShares Trust 0.30% 158,572 SH Sept. 11, 2026 Daily
FEUS · FlexShares Trust 0.29% 10,505 NS July 31, 2026 N-PORT
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0.29% 431,956 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.28% 3,756,900 SH Sept. 11, 2026 Daily
VLUE · iShares Trust 0.27% 832,936 SH Sept. 11, 2026 Daily
VRIG · Invesco Actively Managed Exchange-T… 0.27% 5,000,000 Sept. 30, 2026 Daily
XOEF · iShares Trust 0.24% 1,715 SH Sept. 11, 2026 Daily
EUSA · iShares, Inc. 0.21% 125,628 SH Sept. 11, 2026 Daily
SIZE · iShares Trust 0.21% 27,878 SH Sept. 11, 2026 Daily
EVUS · iShares Trust 0.20% 24,571 SH Sept. 11, 2026 Daily
QYLG · Global X Funds 0.20% 10,061 NS July 31, 2026 N-PORT
PTNQ · Pacer Funds Trust 0.20% 75,310 NS July 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.20% 6,097,658 SH Oct. 1, 2026 Daily
QQWZ · Pacer Funds Trust 0.19% 3,149 NS July 31, 2026 N-PORT
QYLD · Global X Funds 0.19% 499,788 NS July 31, 2026 N-PORT
QRMI · Global X Funds 0.19% 882 NS July 31, 2026 N-PORT
QCLR · Global X Funds 0.19% 202 NS July 31, 2026 N-PORT
QTR · Global X Funds 0.19% 460 NS July 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.18% 236,000 Oct. 1, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.18% 5,179,913 SH Aug. 19, 2026 Daily
QSIX · Pacer Funds Trust 0.18% 1,050 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.18% 45,664 SH Oct. 1, 2026 Daily
QQQM · Invesco Exchange-Traded Fund Trust … 0.17% 6,254,277 SH Oct. 1, 2026 Daily
QQQ · Invesco QQQ Trust, Series 1 0.17% 28,415,713 SH Oct. 1, 2026 Daily
USXF · iShares Trust 0.17% 80,827 SH Sept. 11, 2026 Daily
FEX · First Trust Exchange-Traded AlphaDE… 0.17% 86,102 NS July 31, 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0.17% 7,807,000 Oct. 1, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.16% 8,873 NS July 31, 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0.16% 12,279,798 SH Aug. 19, 2026 Daily
ESMV · iShares Trust 0.15% 381 SH Sept. 11, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.15% 313,397 SH Aug. 19, 2026 Daily
DIVB · iShares Trust 0.15% 95,101 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.15% 726,647 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.14% 2,261,980 SH Sept. 11, 2026 Daily
ESG · FlexShares Trust 0.14% 5,880 NS July 31, 2026 N-PORT
DFLV · Dimensional ETF Trust 0.14% 300,046 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.14% 1,193,051 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.13% 39,751 SH Oct. 1, 2026 Daily
SUSL · iShares Trust 0.13% 48,018 SH Sept. 11, 2026 Daily
IQSU · New York Life Investments ETF Trust 0.12% 13,146 NS July 31, 2026 N-PORT
ILCV · iShares Trust 0.12% 52,684 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.12% 391,542 SH Oct. 1, 2026 Daily
DSI · iShares Trust 0.12% 207,948 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.12% 782,336 SH Aug. 19, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.12% 4,052,000 Oct. 1, 2026 Daily
IWD · iShares Trust 0.11% 2,876,370 SH Sept. 11, 2026 Daily
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0.11% 1,656 NS July 31, 2026 N-PORT
SUSA · iShares Trust 0.11% 136,216 SH Sept. 11, 2026 Daily
ESGU · iShares Trust 0.11% 604,203 SH Sept. 11, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.10% 312,214 SH Oct. 1, 2026 Daily
EGLE · Global X Funds 0.10% 69 NS July 31, 2026 N-PORT
CATH · Global X Funds 0.09% 37,700 NS July 31, 2026 N-PORT
USCL · iShares Trust 0.08% 72,013 SH Sept. 11, 2026 Daily
TOPC · iShares Trust 0.08% 835 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.08% 57,749 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.08% 200 NS July 31, 2026 N-PORT
PEVC · Pacer Funds Trust 0.08% 60 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.07% 78,697 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.07% 15,580 SH Sept. 11, 2026 Daily
VOO · VANGUARD INDEX FUNDS 0.07% 35,343,062 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.07% 1,509,622 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.07% 292,830 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.07% 5,892 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.07% 37,911 SH Oct. 1, 2026 Daily
XYLG · Global X Funds 0.07% 1,419 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.07% 103 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.07% 264,416 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.07% 68,718 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.07% 68,248 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.07% 17,148,962 SH Sept. 11, 2026 Daily
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.07% 186,196 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.06% 998,417 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.06% 22,836 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.06% 1,029 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.06% 8,095 SH Oct. 1, 2026 Daily
ILCB · iShares Trust 0.06% 26,158 SH Sept. 11, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.06% 235,057 SH Oct. 1, 2026 Daily
XCLR · Global X Funds 0.06% 72 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.06% 114 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.06% 107,082 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.06% 57,971 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.06% 5,133 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.06% 41,050,411 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.06% 213,706 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.06% 109,128 SH Aug. 19, 2026 Daily
QDPL · Pacer Funds Trust 0.06% 32,785 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.06% 394,722 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.06% 1,779,924 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.06% 894,443 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.06% 40,448 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.06% 355,244 SH Sept. 11, 2026 Daily
PHDG · Invesco Actively Managed Exchange-T… 0.05% 1,082 SH Oct. 1, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.05% 9,467 NS July 31, 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0.05% 106,367 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.05% 8,425 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.05% 3,565 SH Sept. 11, 2026 Daily
URTH · iShares, Inc. 0.04% 116,576 SH Sept. 11, 2026 Daily
CRBN · iShares Trust 0.04% 15,193 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.04% 423,680 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.04% 1,096,740 SH Aug. 19, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.03% 8,764 SH Aug. 19, 2026 Daily
GTOS · Invesco Actively Managed Exchange-T… 0.02% 29,000 Oct. 1, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.02% 37,116 SH Oct. 1, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.01% 325,000 Oct. 1, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
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KDP Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 24 analysts BUY
Median target $38.00 +25.1%
5 20.8% Strong Buy
11 45.8% Buy
8 33.3% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

17 analysts · 2026-10-01

Mean target $36.21 +19.2%

Now Current price $30.37
Low$29.00 Mean$36.21 High$42.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
KDP $38.06B 18.3 8.2% 12.5% 8.2% 54.2%
KO $300.75B 23.0 1.9% 27.3% 46.0% 61.6%
PEP · 24.0 2.2% 8.8% 42.9% 54.1%
MNST $74.99B 26.4 10.7% 23.0% 24.7% 55.9%
COKE · 126.7 4.8% 7.9% 128.2% 39.7%
PRMB $5.95B 102.2 29.3% 0.90% 1.9% 30.3%
CELH $11.75B 183.0 85.5% 4.3% 8.8% 50.4%
COCO $3.03B 44.5 18.2% 11.7% 24.2% 36.5%
FIZZ · 17.4 -1.7% 15.6% 34.0% 37.0%

Latest News Recent headlines mentioning this company

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Keurig Dr Pepper Inc. Bottom Line Drops In Q2 Nasdaq · 1 month, 3 weeks ago Is Keurig Dr Pepper Inc. (KDP) A Good Stock To Buy Now? Yahoo Finance · 3 months, 2 weeks ago Market Update: CB, RTX, KDP, DLR Yahoo Finance · 5 months ago Keurig Dr Pepper Inc. Q1 2026 Earnings Call Summary Yahoo Finance · 5 months, 1 week ago Keurig Dr Pepper Q1 26 Earnings Conference Call At 8:00 AM ET Nasdaq · 5 months, 1 week ago Noteworthy ETF Inflows: TCAF, NI, KDP, BDX Nasdaq · 6 months, 1 week ago The Legendary Bill Nygren Bought These Value Gems Last Quarter Yahoo Finance · 6 months, 2 weeks ago

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25
BLUECHIP_DIP Stopped out Aug 7
risk 1 reward 2.34
entry $29.72 R:R 2.34

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 10, 2026