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

BerganKDV 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
2020 Q2	–	Sell	-96	Closed	-$4K	–	970
2020 Q1	$4K	Hold	96	–	–	﹤0.01%	600
2019 Q4	$5K	Hold	96	–	–	﹤0.01%	610
2019 Q3	$5K	Hold	96	–	–	﹤0.01%	554
2019 Q2	$5K	Hold	96	–	–	﹤0.01%	579
2019 Q1	$5K	Hold	96	–	–	﹤0.01%	585
2018 Q4	$4K	Buy	+96	New	+$4.44K	﹤0.01%	557

Other funds holding CCEP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

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

BerganKDV Wealth Management's CCEP Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2020, closing a stake of 96 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in CCEP in Q4 2018 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 359 funds tracked by Wall St. Rank hold CCEP as of Q2 2020.

BerganKDV Wealth Management reported no remaining Coca-Cola Europacific Partners position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 96 Coca-Cola Europacific Partners shares in Q2 2020, an estimated $4K.
BerganKDV Wealth Management first reported a position in Coca-Cola Europacific Partners in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's Coca-Cola Europacific Partners position peaked at $5K in Q4 2019.
359 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.