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KDP · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

KDPPM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • KDP
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterKDPPM
Q3 202023 holders, $5.8bn25 holders, $19.7bn
Q4 202018 holders, $7.5bn25 holders, $21.5bn
Q1 202115 holders, $8.2bn27 holders, $22.1bn
Q2 202117 holders, $8.7bn20 holders, $23.2bn
Q3 202120 holders, $9.2bn25 holders, $22.8bn
Q4 202119 holders, $10.4bn26 holders, $22.3bn
Q1 202216 holders, $10.9bn29 holders, $23.2bn
Q2 202223 holders, $9.3bn28 holders, $25.8bn
Q3 202220 holders, $8.5bn33 holders, $22.2bn
Q4 202224 holders, $8.3bn26 holders, $27.0bn
Q1 202332 holders, $8.8bn36 holders, $27.6bn
Q2 202329 holders, $8.0bn29 holders, $28.9bn
Q3 202325 holders, $9.2bn32 holders, $28.5bn
Q4 202319 holders, $9.5bn34 holders, $28.8bn
Q1 202424 holders, $10.7bn36 holders, $28.4bn
Q2 202424 holders, $11.9bn31 holders, $31.4bn
Q3 202424 holders, $14.3bn39 holders, $38.2bn
Q4 202419 holders, $13.3bn40 holders, $36.6bn
Q1 202524 holders, $14.6bn44 holders, $49.1bn
Q2 202522 holders, $13.8bn44 holders, $54.3bn
Q3 202528 holders, $10.3bn36 holders, $49.3bn
Q4 202514 holders, $12.9bn26 holders, $50.5bn
Q1 202612 holders, $12.3bn25 holders, $57.3bn
Q2 202617 holders, $18.0bn27 holders, $63.8bn
KDP

Keurig DR Pepper Inc

Holders
28
Reported value
$10.3bn
Buyers
19
Sellers
9

Breadth +10 among 95 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
36
Reported value
$49.3bn
Buyers
20
Sellers
15

Breadth +5 among 95 comparable managers.

Consumer staples

Who holds both, Q3 2025

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KDP (10)

Balyasny Asset Management LLC, Citadel Advisors LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC

Only PM (18)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Viking Global Investors LP, Walleye Capital LLC, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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