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

Aprio 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
Q3 		$399K Buy
3,927
+1,130
+40% +$120K 0.02% 455
2026
Q2 		$280K Buy
2,797
+407
+17% +$38.8K 0.01% 535
2026
Q1 		$217K Buy
+2,390
New +$230K 0.01% 581

Other funds holding CCEP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aprio Wealth Management's CCEP Position: Q3 2026 in Review

Aprio Wealth Management increased its Coca-Cola Europacific Partners (CCEP) stake by 40% in Q3 2026, buying an estimated $120K and bringing the position to 3,927 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #455.

Aprio Wealth Management first reported a position in CCEP in Q1 2026 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold CCEP as of Q3 2026.

  • Aprio Wealth Management held 3,927 shares of Coca-Cola Europacific Partners worth $399K as of Q3 2026.
  • Aprio Wealth Management bought 1,130 Coca-Cola Europacific Partners shares in Q3 2026, an estimated $120K.
  • Coca-Cola Europacific Partners made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #455 holding.
  • Aprio Wealth Management first reported a position in Coca-Cola Europacific Partners in Q1 2026 and has held it in 3 quarters since.
  • 330 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.