Envestnet Portfolio Solutions
CCEP icon

Envestnet Portfolio Solutions’s Coca-Cola Europacific Partners CCEP Stock Holding History

Envestnet Portfolio Solutions’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
-2,666
Closed -$242K – 1319
2025
Q4 		$242K Sell
2,666
-431
-14% -$38.9K ﹤0.01% 1389
2025
Q3 		$280K Sell
3,097
-10
-0.3% -$928 ﹤0.01% 1281
2025
Q2 		$288K Sell
3,107
-102
-3% -$9.14K ﹤0.01% 1355
2025
Q1 		$279K Sell
3,209
-7,727
-71% -$630K ﹤0.01% 1326
2024
Q4 		$840K Buy
10,936
+174
+2% +$13.4K ﹤0.01% 1006
2024
Q3 		$848K Sell
10,762
-902
-8% -$69.1K ﹤0.01% 960
2024
Q2 		$850K Buy
11,664
+15
+0.1% +$1.08K ﹤0.01% 913
2024
Q1 		$815K Buy
11,649
+603
+5% +$41.4K ﹤0.01% 918
2023
Q4 		$737K Buy
11,046
+81
+0.7% +$4.95K ﹤0.01% 893
2023
Q3 		$685K Buy
+10,965
New +$697K ﹤0.01% 858

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $74.1B 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