Cassaday & Co Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$801 Sell
8
-30
-79% -$2.86K ﹤0.01% 1096
2026
Q1
$3.45K Buy
+38
New +$3.65K ﹤0.01% 1022

Other funds holding CCEP

Cassaday & Co Wealth Management's CCEP Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Coca-Cola Europacific Partners (CCEP) stake by 79% in Q2 2026, selling an estimated $2.86K and leaving 8 shares worth $801. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Cassaday & Co Wealth Management first reported a position in CCEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.45K in Q1 2026. 579 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.

  • Cassaday & Co Wealth Management held 8 shares of Coca-Cola Europacific Partners worth $801 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 30 Coca-Cola Europacific Partners shares in Q2 2026, an estimated $2.86K.
  • Coca-Cola Europacific Partners made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1096 holding.
  • Cassaday & Co Wealth Management first reported a position in Coca-Cola Europacific Partners in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Coca-Cola Europacific Partners position peaked at $3.45K in Q1 2026.
  • 579 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.