Oakmark Fund Q2 2026 Portfolio Activity

We believe the airline industry will emerge from the recent fuel price shock with improved profitability and see Delta as especially well positioned. We were pleased to initiate a position with Booking Holdings shares near a ten-year trough valuation and at a meaningful discount to our estimate of intrinsic value. With the stock at less than 6x our estimate of 2027 distributable cash flow, we were pleased to initiate a position in Equitable Holdings at a meaningful discount to intrinsic value.

Seeking Alpha • Jul 15, 2026

Keurig Dr Pepper Vs. Coca Cola: Buy Keurig Dr Pepper's Upside Over Coca-Cola's Expensive Low-Growth Premium

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.

24/7 Wall Street • Jul 13, 2026

SpaceX Has Officially Joined the Nasdaq-100. Here Are 3 Better Nasdaq-100 Stocks to Buy in July.

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.

The Motley Fool • Jul 12, 2026

Is Keurig Dr Pepper's Innovation Engine Still Driving Share Gains?

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

Zacks Investment Research • Jul 6, 2026

Keurig Dr Pepper Disappointed Me (Rating Downgrade)

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.

Seeking Alpha • Jul 2, 2026

Keurig Dr Pepper to Report Second Quarter 2026 Results and Host Conference Call

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.

PRNewsWire • Jun 25, 2026

This Keurig Dr Pepper Analyst Turns Bullish; Here Are Top 4 Upgrades For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Benzinga • Jun 25, 2026

Here Are Thursday's Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 Payments, and More

Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed after stocks started higher in the morning but faded in the afternoon.

24/7 Wall Street • Jun 25, 2026

Keurig Dr Pepper Announces Leadership Updates

FRISCO, Texas and BURLINGTON, Mass., June 23, 2026 /PRNewswire/ -- Keurig Dr Pepper Inc. (NASDAQ: KDP) today announced leadership updates as the Company advances preparations for its planned separation into Beverage Co. and Global Coffee Co., which is targeted for early 2027.

PRNewsWire • Jun 23, 2026

Keurig Dr Pepper (KDP) Upgraded to Buy: Here's Why

Keurig Dr Pepper (KDP) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Zacks Investment Research • Jun 23, 2026