Creative Planning’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
46,567
+4,763
| +11% | +$442K | ﹤0.01% | 830 |
|
|
2025
Q1 | $3.64M | Buy |
41,804
+2,754
| +7% | +$240K | ﹤0.01% | 834 |
|
|
2024
Q4 | $3M | Buy |
39,050
+5,365
| +16% | +$412K | ﹤0.01% | 896 |
|
|
2024
Q3 | $2.65M | Buy |
33,685
+942
| +3% | +$74.2K | ﹤0.01% | 921 |
|
|
2024
Q2 | $2.39M | Buy |
32,743
+3,804
| +13% | +$277K | ﹤0.01% | 916 |
|
|
2024
Q1 | $2.02M | Buy |
28,939
+1,856
| +7% | +$130K | ﹤0.01% | 950 |
|
|
2023
Q4 | $1.81M | Buy |
27,083
+2,175
| +9% | +$145K | ﹤0.01% | 950 |
|
|
2023
Q3 | $1.56M | Buy |
24,908
+1,641
| +7% | +$103K | ﹤0.01% | 963 |
|
|
2023
Q2 | $1.5M | Buy |
23,267
+2,705
| +13% | +$174K | ﹤0.01% | 932 |
|
|
2023
Q1 | $1.22M | Buy |
20,562
+841
| +4% | +$49.8K | ﹤0.01% | 972 |
|
|
2022
Q4 | $1.09M | Buy |
19,721
+1,319
| +7% | +$73K | ﹤0.01% | 988 |
|
|
2022
Q3 | $784K | Sell |
18,402
-32
| -0.2% | -$1.36K | ﹤0.01% | 1060 |
|
|
2022
Q2 | $951K | Buy |
18,434
+1,041
| +6% | +$53.7K | ﹤0.01% | 995 |
|
|
2022
Q1 | $845K | Buy |
17,393
+911
| +6% | +$44.3K | ﹤0.01% | 1071 |
|
|
2021
Q4 | $922K | Buy |
16,482
+753
| +5% | +$42.1K | ﹤0.01% | 990 |
|
|
2021
Q3 | $870K | Buy |
15,729
+1,752
| +13% | +$96.9K | ﹤0.01% | 1015 |
|
|
2021
Q2 | $829K | Sell |
13,977
-1,088
| -7% | -$64.5K | ﹤0.01% | 1015 |
|
|
2021
Q1 | $786K | Buy |
15,065
+198
| +1% | +$10.3K | ﹤0.01% | 1156 |
|
|
2020
Q4 | $741K | Sell |
14,867
-585
| -4% | -$29.2K | ﹤0.01% | 1087 |
|
|
2020
Q3 | $600K | Buy |
15,452
+995
| +7% | +$38.6K | ﹤0.01% | 1028 |
|
|
2020
Q2 | $546K | Buy |
14,457
+162
| +1% | +$6.12K | ﹤0.01% | 980 |
|
|
2020
Q1 | $536K | Sell |
14,295
-428
| -3% | -$16K | ﹤0.01% | 899 |
|
|
2019
Q4 | $749K | Sell |
14,723
-4,599
| -24% | -$234K | ﹤0.01% | 916 |
|
|
2019
Q3 | $1.07M | Buy |
19,322
+15,693
| +432% | +$870K | ﹤0.01% | 719 |
|
|
2019
Q2 | $205K | Buy |
+3,629
| New | +$205K | ﹤0.01% | 1599 |
|
|
2019
Q1 | – | Sell |
-4,378
| Closed | -$201K | – | 1860 |
|
|
2018
Q4 | $201K | Buy |
+4,378
| New | +$201K | ﹤0.01% | 1482 |
|
|
2017
Q3 | – | Sell |
-2,760
| Closed | -$112K | – | 2120 |
|
|
2017
Q2 | $112K | Sell |
2,760
-936
| -25% | -$38K | ﹤0.01% | 1894 |
|
|
2017
Q1 | $139K | Buy |
3,696
+1,402
| +61% | +$52.7K | ﹤0.01% | 1729 |
|
|
2016
Q4 | $72K | Sell |
2,294
-819
| -26% | -$25.7K | ﹤0.01% | 2074 |
|
|
2016
Q3 | $124K | Sell |
3,113
-408
| -12% | -$16.3K | ﹤0.01% | 1686 |
|
|
2016
Q2 | $126K | Buy |
3,521
+1,679
| +91% | +$60.1K | ﹤0.01% | 1519 |
|
|
2016
Q1 | $93K | Sell |
1,842
-26
| -1% | -$1.31K | ﹤0.01% | 1670 |
|
|
2015
Q4 | $92K | Sell |
1,868
-133
| -7% | -$6.55K | ﹤0.01% | 1664 |
|
|
2015
Q3 | $97K | Buy |
+2,001
| New | +$97K | ﹤0.01% | 1606 |
|
|
2015
Q2 | – | Sell |
-2,657
| Closed | -$117K | – | 1333 |
|
|
2015
Q1 | $117K | Buy |
2,657
+57
| +2% | +$2.51K | ﹤0.01% | 1482 |
|
|
2014
Q4 | $115K | Sell |
2,600
-212
| -8% | -$9.38K | ﹤0.01% | 1462 |
|
|
2014
Q3 | $125K | Sell |
2,812
-77
| -3% | -$3.42K | ﹤0.01% | 1323 |
|
|
2014
Q2 | $138K | Buy |
2,889
+80
| +3% | +$3.82K | ﹤0.01% | 1228 |
|
|
2014
Q1 | $134K | Buy |
2,809
+2
| +0.1% | +$95 | ﹤0.01% | 1204 |
|
|
2013
Q4 | $124K | Sell |
2,807
-19
| -0.7% | -$839 | ﹤0.01% | 1079 |
|
|
2013
Q3 | $114K | Buy |
2,826
+1,485
| +111% | +$59.9K | ﹤0.01% | 1040 |
|
|
2013
Q2 | $47K | Buy |
+1,341
| New | +$47K | ﹤0.01% | 1415 |
|