B. Riley Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-4,697	Closed	-$303K	–	1512
2023 Q2	$303K	Sell	4,697 -358	-7%	-$22.7K	0.01%	1118
2023 Q1	$299K	Sell	5,055 -3,686	-42%	-$206K	0.01%	1070
2022 Q4	$484K	Buy	+8,741	New	+$439K	0.01%	799
2022 Q3	–	Sell	-10,038	Closed	-$519K	–	1463
2022 Q2	$519K	Sell	10,038 -586	-6%	-$30K	0.02%	643
2022 Q1	$517K	Buy	10,624 +74	+0.7%	+$3.96K	0.02%	731
2021 Q4	$591K	Buy	10,550 +17	+0.2%	+$917	0.02%	727
2021 Q3	$601K	Hold	10,533	–	–	0.02%	699
2021 Q2	$593K	Buy	10,533 +2,063	+24%	+$120K	0.02%	687
2021 Q1	$437K	Buy	+8,470	New	+$431K	0.02%	802

Other funds holding CCEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

B. Riley Wealth Advisors's CCEP Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2023, closing a stake of 4,697 shares — an estimated $303K sold.

B. Riley Wealth Advisors first reported a position in CCEP in Q1 2021 and held it in 9 quarters. The position peaked at $601K in Q3 2021. 446 funds tracked by Wall St. Rank hold CCEP as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,697 Coca-Cola Europacific Partners shares in Q3 2023, an estimated $303K.
B. Riley Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2021 and held it in 9 quarters.
B. Riley Wealth Advisors's Coca-Cola Europacific Partners position peaked at $601K in Q3 2021.
446 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.