Compass Wealth Management (Georgia)’s Coca-Cola Europacific Partners CCEP Stock Holding History

Compass Wealth Management (Georgia)’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 Q2	$250K	Hold	2,500	–	–	0.1%	66
2026 Q1	$227K	Hold	2,500	–	–	0.1%	68
2025 Q4	$227K	Hold	2,500	–	–	0.09%	61
2025 Q3	$226K	Hold	2,500	–	–	0.1%	59
2025 Q2	$232K	Buy	+2,500	New	+$224K	0.12%	57

Other funds holding CCEP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Compass Wealth Management (Georgia)'s CCEP Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its Coca-Cola Europacific Partners (CCEP) position steady in Q2 2026 at 2,500 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #66.

Compass Wealth Management (Georgia) first reported a position in CCEP in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.

Compass Wealth Management (Georgia) held 2,500 shares of Coca-Cola Europacific Partners worth $250K as of Q2 2026.
Compass Wealth Management (Georgia) left its Coca-Cola Europacific Partners share count unchanged in Q2 2026.
Coca-Cola Europacific Partners made up 0.1% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #66 holding.
Compass Wealth Management (Georgia) first reported a position in Coca-Cola Europacific Partners in Q2 2025 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.