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Castle Financial & Retirement Planning Associates’s Coca-Cola Europacific Partners CCEP Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$29K Buy
+500
New +$27K 0.1% 46

Other funds holding CCEP

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's CCEP Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Coca-Cola Europacific Partners (CCEP) in Q4 2021: 500 shares worth $29K. The stake represents 0.1% of the portfolio and ranks #46 among its holdings.

363 funds tracked by Wall St. Rank hold CCEP as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 500 shares of Coca-Cola Europacific Partners worth $29K as of Q4 2021.
  • Coca-Cola Europacific Partners was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Coca-Cola Europacific Partners made up 0.1% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #46 holding.
  • 363 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.