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

Cyndeo Wealth Partners’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
2025
Q3 		– Sell
-141,704
Closed -$13.1M – 477
2025
Q2 		$13.1M Buy
141,704
+3,075
+2% +$275K 0.78% 34
2025
Q1 		$12.1M Buy
138,629
+16,923
+14% +$1.38M 0.79% 30
2024
Q4 		$9.35M Buy
121,706
+4,314
+4% +$333K 0.63% 40
2024
Q3 		$9.24M Buy
117,392
+3,783
+3% +$290K 0.65% 41
2024
Q2 		$8.28M Buy
113,609
+35,714
+46% +$2.57M 0.65% 36
2024
Q1 		$5.45M Buy
77,895
+838
+1% +$57.6K 0.45% 68
2023
Q4 		$5.14M Buy
77,057
+13,872
+22% +$848K 0.48% 62
2023
Q3 		$3.95M Buy
63,185
+2,708
+4% +$172K 0.41% 81
2023
Q2 		$3.9M Sell
60,477
-8,766
-13% -$557K 0.41% 79
2023
Q1 		$4.1M Buy
69,243
+4,458
+7% +$249K 0.44% 66
2022
Q4 		$3.58M Buy
+64,785
New +$3.25M 0.42% 80

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cyndeo Wealth Partners's CCEP Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2025, closing a stake of 141,704 shares — an estimated $13.1M sold.

Cyndeo Wealth Partners first reported a position in CCEP in Q4 2022 and held it in 11 quarters. The position peaked at $13.1M in Q2 2025. 525 funds tracked by Wall St. Rank hold CCEP as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining Coca-Cola Europacific Partners position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 141,704 Coca-Cola Europacific Partners shares in Q3 2025, an estimated $13.1M.
  • Cyndeo Wealth Partners first reported a position in Coca-Cola Europacific Partners in Q4 2022 and held it in 11 quarters.
  • Cyndeo Wealth Partners's Coca-Cola Europacific Partners position peaked at $13.1M in Q2 2025.
  • 525 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.