

California Public Employees Retirement System trimmed its holdings in Keurig Dr Pepper, Inc (NASDAQ: KDP) by 11.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,961,193 shares of the company's stock after selling 375,964 shares during the

Keurig Dr Pepper (NASDAQ: KDP | KDP Price Prediction) and Coca-Cola (NYSE: KO) both delivered Q1 2026 beats, but the businesses are moving in opposite directions.

Keurig Dr Pepper is reshaping its business through a major acquisition and planned breakup that could unlock shareholder value. O'Reilly Automotive is compounding wealth with a resilient business model and a track record of steady expansion.

KDP's Dr Pepper gains share as Zero Sugar growth, Creamy Coconut relaunch and sharper in-store execution support its 2026 momentum.

KDP is downgraded to Hold due to unattractive risk-reward and underperformance versus peers. KDP's operating margin declined 190 bps despite high single-digit revenue growth, contrasting with KO's margin improvement. The U.S. Coffee segment continues to struggle, with modest profit declines expected through 2026 and separation targeted for early 2027.
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FRISCO, Texas and BURLINGTON, Mass., June 25, 2026 /PRNewswire/ -- Keurig Dr Pepper Inc. (NASDAQ: KDP) will release its financial results for the second quarter ended June 30, 2026 before the market opens on Thursday, August 6, 2026.

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