BA
CCEP icon

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

Bristlecone 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
2017
Q4 		– Sell
-500
Closed -$21K – 165
2017
Q3 		$21K Buy
+500
New +$21.2K 0.01% 241
2016
Q1 		– Sell
-8,945
Closed -$440K – 167
2015
Q4 		$440K Buy
+8,945
New +$450K 0.19% 115

Other funds holding CCEP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Bristlecone Advisors's CCEP Position: Q4 2017 in Review

Bristlecone Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q4 2017, closing a stake of 500 shares — an estimated $21K sold.

Bristlecone Advisors first reported a position in CCEP in Q4 2015 and held it in 2 quarters. The position peaked at $440K in Q4 2015. 307 funds tracked by Wall St. Rank hold CCEP as of Q4 2017.

  • Bristlecone Advisors reported no remaining Coca-Cola Europacific Partners position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 500 Coca-Cola Europacific Partners shares in Q4 2017, an estimated $21K.
  • Bristlecone Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2015 and held it in 2 quarters.
  • Bristlecone Advisors's Coca-Cola Europacific Partners position peaked at $440K in Q4 2015.
  • 307 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.