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

Avior 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
2025 Q1	–	Sell	-99	Closed	-$7.6K	–	989
2024 Q4	$7.6K	Hold	99	–	–	﹤0.01%	1711
2024 Q3	$7.8K	Sell	99 -2	-2%	-$153	﹤0.01%	1629
2024 Q2	$7.36K	Sell	101 -123	-55%	-$8.86K	﹤0.01%	1600
2024 Q1	$15.7K	Buy	+224	New	+$15.4K	﹤0.01%	1707
2016 Q1	–	Sell	-621	Closed	-$31K	–	483
2015 Q4	$31K	Hold	621	–	–	0.02%	209
2015 Q3	$30K	Hold	621	–	–	0.02%	200
2015 Q2	$27K	Hold	621	–	–	0.02%	185
2015 Q1	$27K	Hold	621	–	–	0.02%	181
2014 Q4	$27K	Hold	621	–	–	0.02%	172
2014 Q3	$28K	Hold	621	–	–	0.02%	168
2014 Q2	$30K	Hold	621	–	–	0.03%	166
2014 Q1	$30K	Buy	+621	New	+$28.3K	0.03%	159

Other funds holding CCEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Avior Wealth Management's CCEP Position: Q1 2025 in Review

Avior Wealth Management sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2025, closing a stake of 99 shares — an estimated $7.6K sold.

Avior Wealth Management first reported a position in CCEP in Q1 2014 and held it in 12 quarters. The position peaked at $31K in Q4 2015. 565 funds tracked by Wall St. Rank hold CCEP as of Q1 2025.

Avior Wealth Management reported no remaining Coca-Cola Europacific Partners position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 99 Coca-Cola Europacific Partners shares in Q1 2025, an estimated $7.6K.
Avior Wealth Management first reported a position in Coca-Cola Europacific Partners in Q1 2014 and held it in 12 quarters.
Avior Wealth Management's Coca-Cola Europacific Partners position peaked at $31K in Q4 2015.
565 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.