Jeremy Grantham's KDP Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 187,675 shares of Keurig Dr Pepper Inc. (KDP) worth $6.14 M, representing 0.01% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in KDP, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 202,922 shares. Largest reduction occurred in Q3 2025, reducing 188,065 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Keurig Dr Pepper (KDP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Keurig Dr Pepper (KDP) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -34,586 | Reduce 15.56% | 187,675 | $32.73 |
| Q1 2026 | +103,500 | Add 87.15% | 222,261 | $26.33 |
| Q4 2025 | -7,222 | Reduce 5.73% | 118,761 | $28.01 |
| Q3 2025 | -188,065 | Reduce 59.88% | 125,983 | $25.51 |
| Q2 2025 | +202,922 | Add 182.61% | 314,048 | $33.06 |
| Q1 2025 | +111,126 | New Buy | 111,126 | $34.22 |
| Q1 2023 | -56,100 | Sold Out | 0 | $0.00 |
| Q4 2022 | -76,700 | Reduce 57.76% | 56,100 | $35.66 |
| Q3 2022 | +94,300 | Add 244.94% | 132,800 | $35.82 |
| Q2 2022 | +38,500 | New Buy | 38,500 | $35.40 |
Jeremy Grantham's Keurig Dr Pepper Investment FAQs
Jeremy Grantham first purchased Keurig Dr Pepper Inc. (KDP) in Q2 2022, acquiring 38,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Keurig Dr Pepper Inc. (KDP) for 10 quarters since Q2 2022.
Jeremy Grantham's largest addition to Keurig Dr Pepper Inc. (KDP) was in Q2 2025, adding 314,048 shares worth $10.38 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 187,675 shares of Keurig Dr Pepper Inc. (KDP), valued at approximately $6.14 M.
As of the Q2 2026 filing, Keurig Dr Pepper Inc. (KDP) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Keurig Dr Pepper Inc. (KDP) was 314,048 shares, as reported at the end of Q2 2025.