Berman Capital Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Berman Capital 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 Q3	$1K	Buy	24 +6	+33%	+$357	﹤0.01%	1825
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	1705
2021 Q1	$0	Hold	18	–	–	﹤0.01%	1778
2020 Q4	$0	Hold	18	–	–	﹤0.01%	1685
2020 Q3	$0	Sell	18 -860	-98%	-$35.2K	﹤0.01%	1612
2020 Q2	$32K	Buy	878 +826	+1,588%	+$32.4K	0.01%	419
2020 Q1	$1K	Sell	52 -71	-58%	-$3.45K	﹤0.01%	1259
2019 Q4	$6K	Buy	123 +1	+0.8%	+$53	﹤0.01%	910
2019 Q3	$6K	Hold	122	–	–	﹤0.01%	881
2019 Q2	$6K	Buy	122 +1	+0.8%	+$55	﹤0.01%	895
2019 Q1	$6K	Hold	121	–	–	﹤0.01%	807
2018 Q4	$4K	Buy	+121	New	+$5.6K	﹤0.01%	725

Other funds holding CCEP

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

PCM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HIP

Hengistbury Investment Partners London, United Kingdom $240M AUM 17.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return

Berman Capital Advisors's CCEP Position: Q3 2021 in Review

Berman Capital Advisors increased its Coca-Cola Europacific Partners (CCEP) stake by 33% in Q3 2021, buying an estimated $357 and bringing the position to 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Berman Capital Advisors first reported a position in CCEP in Q4 2018 and has held it in 12 quarters since. The position peaked at $32K in Q2 2020. 367 funds tracked by Wall St. Rank hold CCEP as of Q3 2021.

Berman Capital Advisors held 24 shares of Coca-Cola Europacific Partners worth $1K as of Q3 2021.
Berman Capital Advisors bought 6 Coca-Cola Europacific Partners shares in Q3 2021, an estimated $357.
Coca-Cola Europacific Partners made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1825 holding.
Berman Capital Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Coca-Cola Europacific Partners position peaked at $32K in Q2 2020.
367 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.