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

BKM 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
2026 Q1	$586K	Sell	6,467 -681	-10%	-$65.4K	0.21%	99
2025 Q4	$648K	Buy	7,148 +487	+7%	+$44K	0.24%	90
2025 Q3	$602K	Sell	6,661 -20	-0.3%	-$1.86K	0.22%	93
2025 Q2	$619K	Sell	6,681 -1,153	-15%	-$103K	0.24%	96
2025 Q1	$682K	Buy	7,834 +124	+2%	+$10.1K	0.28%	86
2024 Q4	$592K	Sell	7,710 -732	-9%	-$56.5K	0.24%	95
2024 Q3	$665K	Sell	8,442 -3,373	-29%	-$259K	0.27%	91
2024 Q2	$509K	Buy	11,815 +4,663	+65%	+$336K	0.24%	107
2024 Q1	$500K	Buy	7,152 +1,720	+32%	+$118K	0.22%	109
2023 Q4	$363K	Buy	+5,432	New	+$332K	0.15%	117

Other funds holding CCEP

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity International

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return