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AE Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

AE Wealth Management’s Portfolio CCEP Stock Details CCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Buy
+2,418
New +$230K ﹤0.01% 1612
2019
Q4 		– Sell
-5,957
Closed -$330K – 1134
2019
Q3 		$330K Buy
5,957
+1,296
+28% +$72.4K 0.01% 746
2019
Q2 		$263K Buy
4,661
+734
+19% +$40.1K 0.01% 799
2019
Q1 		$203K Buy
+3,927
New +$187K 0.01% 590

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AE Wealth Management's CCEP Position: Q2 2026 in Review

AE Wealth Management opened a new position in Coca-Cola Europacific Partners (CCEP) in Q2 2026: 2,418 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1612 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in CCEP as recently as Q3 2019.

AE Wealth Management first reported a position in CCEP in Q1 2019 and has held it in 4 quarters since. The position peaked at $330K in Q3 2019. 581 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.

  • AE Wealth Management held 2,418 shares of Coca-Cola Europacific Partners worth $242K as of Q2 2026.
  • Coca-Cola Europacific Partners was a new AE Wealth Management position in Q2 2026.
  • Coca-Cola Europacific Partners made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1612 holding.
  • AE Wealth Management first reported a position in Coca-Cola Europacific Partners in Q1 2019 and has held it in 4 quarters since.
  • AE Wealth Management's Coca-Cola Europacific Partners position peaked at $330K in Q3 2019.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.