Diversify Advisory Services’s Coca-Cola Europacific Partners CCEP Stock Holding History

Diversify Advisory Services’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	–	Sell	-3,467	Closed	-$310K	–	305
2025 Q4	$310K	Buy	3,467 +866	+33%	+$78.2K	0.01%	749
2025 Q3	$224K	Buy	2,601 +86	+3%	+$7.98K	0.01%	812
2025 Q2	$234K	Buy	+2,515	New	+$225K	0.01%	744

Other funds holding CCEP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Advisory Services's CCEP Position: Q1 2026 in Review

Diversify Advisory Services sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2026, closing a stake of 3,467 shares — an estimated $310K sold.

Diversify Advisory Services first reported a position in CCEP in Q2 2025 and held it in 3 quarters. The position peaked at $310K in Q4 2025. 579 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

Diversify Advisory Services reported no remaining Coca-Cola Europacific Partners position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 3,467 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $310K.
Diversify Advisory Services first reported a position in Coca-Cola Europacific Partners in Q2 2025 and held it in 3 quarters.
Diversify Advisory Services's Coca-Cola Europacific Partners position peaked at $310K in Q4 2025.
579 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.