CFFP
CCEP icon

Center for Financial Planning’s Coca-Cola Europacific Partners CCEP Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-47
Closed -$2K – 475
2020
Q1 		$2K Buy
+47
New +$2.28K ﹤0.01% 485

Other funds holding CCEP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Center for Financial Planning's CCEP Position: Q2 2020 in Review

Center for Financial Planning sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2020, closing a stake of 47 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in CCEP in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 359 funds tracked by Wall St. Rank hold CCEP as of Q2 2020.

  • Center for Financial Planning reported no remaining Coca-Cola Europacific Partners position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 47 Coca-Cola Europacific Partners shares in Q2 2020, an estimated $2K.
  • Center for Financial Planning first reported a position in Coca-Cola Europacific Partners in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Coca-Cola Europacific Partners position peaked at $2K in Q1 2020.
  • 359 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.