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

Cassaday & Co 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
Q3 		– Sell
-8
Closed -$801 – 1303
2026
Q2 		$801 Sell
8
-30
-79% -$2.86K ﹤0.01% 1096
2026
Q1 		$3.45K Buy
+38
New +$3.65K ﹤0.01% 1022

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Boston Partners
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Truist Financial
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Massachusetts Financial Services
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cassaday & Co Wealth Management's CCEP Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2026, closing a stake of 8 shares — an estimated $801 sold.

Cassaday & Co Wealth Management first reported a position in CCEP in Q1 2026 and held it in 2 quarters. The position peaked at $3.45K in Q1 2026. 483 funds tracked by Wall St. Rank hold CCEP as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Coca-Cola Europacific Partners position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 8 Coca-Cola Europacific Partners shares in Q3 2026, an estimated $801.
  • Cassaday & Co Wealth Management first reported a position in Coca-Cola Europacific Partners in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Coca-Cola Europacific Partners position peaked at $3.45K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.