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

Dynasty Wealth Management’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	$1.45M	Sell	15,970 -420	-3%	-$40.3K	0.01%	148
2025 Q4	$1.49M	Buy	16,390 +2,092	+15%	+$189K	0.01%	154
2025 Q3	$1.29M	Buy	14,298 +6,472	+83%	+$601K	0.02%	150
2025 Q2	$726K	Sell	7,826 -687	-8%	-$61.5K	0.01%	156
2025 Q1	$741K	Buy	8,513 +108	+1%	+$8.81K	0.01%	172
2024 Q4	$646K	Buy	8,405 +279	+3%	+$21.6K	0.01%	182
2024 Q3	$640K	Sell	8,126 -31	-0.4%	-$2.38K	0.02%	167
2024 Q2	$594K	Sell	8,157 -125	-2%	-$9K	0.02%	173
2024 Q1	$579K	Buy	+8,282	New	+$569K	0.02%	176

Other funds holding CCEP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynasty Wealth Management's CCEP Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Coca-Cola Europacific Partners (CCEP) stake by 2.6% in Q1 2026, selling an estimated $40.3K and leaving 15,970 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #148.

Dynasty Wealth Management first reported a position in CCEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q4 2025. 574 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

Dynasty Wealth Management held 15,970 shares of Coca-Cola Europacific Partners worth $1.45M as of Q1 2026.
Dynasty Wealth Management sold 420 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $40.3K.
Coca-Cola Europacific Partners made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #148 holding.
Dynasty Wealth Management first reported a position in Coca-Cola Europacific Partners in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's Coca-Cola Europacific Partners position peaked at $1.49M in Q4 2025.
574 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.