Corient Private Wealth
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Corient Private Wealth’s Coca-Cola Europacific Partners CCEP Stock Holding History

Corient Private Wealth’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
Q1 		$804K Sell
9,138
-8,318
-48% -$799K ﹤0.01% 1771
2025
Q4 		$1.57M Buy
17,456
+10,321
+145% +$932K ﹤0.01% 1642
2025
Q3 		$645K Buy
7,135
+2,129
+43% +$198K ﹤0.01% 1657
2025
Q2 		$464K Buy
5,006
+921
+23% +$82.5K ﹤0.01% 1741
2025
Q1 		$356K Sell
4,085
-328
-7% -$26.8K ﹤0.01% 1765
2024
Q4 		$339K Buy
4,413
+1,211
+38% +$93.5K ﹤0.01% 1832
2024
Q3 		$252K Buy
3,202
+90
+3% +$6.9K ﹤0.01% 2104
2024
Q2 		$227K Buy
3,112
+32
+1% +$2.3K ﹤0.01% 2060
2024
Q1 		$216K Sell
3,080
-174
-5% -$12K ﹤0.01% 2064
2023
Q4 		$217K Buy
+3,254
New +$199K ﹤0.01% 2031
2023
Q3 		– Sell
-3,249
Closed -$209K – 2158
2023
Q2 		$209K Buy
+3,249
New +$206K ﹤0.01% 1856

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's CCEP Position: Q1 2026 in Review

Corient Private Wealth reduced its Coca-Cola Europacific Partners (CCEP) stake by 48% in Q1 2026, selling an estimated $799K and leaving 9,138 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Corient Private Wealth first reported a position in CCEP in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2025. 574 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • Corient Private Wealth held 9,138 shares of Coca-Cola Europacific Partners worth $804K as of Q1 2026.
  • Corient Private Wealth sold 8,318 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $799K.
  • Coca-Cola Europacific Partners made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1771 holding.
  • Corient Private Wealth first reported a position in Coca-Cola Europacific Partners in Q2 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Coca-Cola Europacific Partners position peaked at $1.57M in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.