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Arkadios Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-100
Closed -$5K – 758
2021
Q3 		$5K Buy
+100
New +$5.95K ﹤0.01% 1584
2020
Q2 		– Sell
-1
Closed -$38 – 976
2020
Q1 		$38 Buy
+1
New +$49 ﹤0.01% 1172

Other funds holding CCEP

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Boston Partners
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Arkadios Wealth Advisors's CCEP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in CCEP in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 364 funds tracked by Wall St. Rank hold CCEP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 100 Coca-Cola Europacific Partners shares in Q4 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2020 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Coca-Cola Europacific Partners position peaked at $5K in Q3 2021.
  • 364 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.