EWA
CCEP icon

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

EP Wealth Advisors’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
Q2 		$234K Buy
+2,343
New +$223K ﹤0.01% 1429
2026
Q1 		– Sell
-2,231
Closed -$202K – 1510
2025
Q4 		$202K Buy
+2,231
New +$202K ﹤0.01% 1382

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

EP Wealth Advisors's CCEP Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Coca-Cola Europacific Partners (CCEP) in Q2 2026: 2,343 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in CCEP as recently as Q4 2025.

EP Wealth Advisors first reported a position in CCEP in Q4 2025 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.

  • EP Wealth Advisors held 2,343 shares of Coca-Cola Europacific Partners worth $234K as of Q2 2026.
  • Coca-Cola Europacific Partners was a new EP Wealth Advisors position in Q2 2026.
  • Coca-Cola Europacific Partners made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1429 holding.
  • EP Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2025 and has held it in 2 quarters since.
  • 579 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.