Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EWA
EverSource Wealth Advisors’s
Coca-Cola Europacific Partners
CCEP
Stock Holding History
EverSource 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
Q1
$524K
Buy
5,777
+2,312
+67%
+$222K
0.02%
591
2025
Q4
$314K
Buy
3,465
+74
+2%
+$6.68K
0.01%
738
2025
Q3
$307K
Buy
3,391
+107
+3%
+$9.93K
0.01%
720
2025
Q2
$305K
Buy
3,284
+659
+25%
+$59K
0.01%
664
2025
Q1
$228K
Buy
2,625
+67
+3%
+$5.47K
0.01%
604
2024
Q4
$197K
Buy
2,558
+31
+1%
+$2.4K
0.01%
663
2024
Q3
$199K
Hold
2,527
–
–
0.01%
560
2024
Q2
$186K
Buy
2,527
+2,061
+442%
+$148K
0.01%
581
2024
Q1
$33.6K
Hold
466
–
–
﹤0.01%
1140
2023
Q4
$31.1K
Sell
466
-68
-13%
-$4.16K
﹤0.01%
1078
2023
Q3
$33.4K
Buy
534
+94
+21%
+$5.98K
﹤0.01%
956
2023
Q2
$28.3K
Buy
440
+25
+6%
+$1.59K
﹤0.01%
1024
2023
Q1
$24.6K
Buy
415
+15
+4%
+$839
﹤0.01%
1007
2022
Q4
$22.1K
Buy
+400
New
+$20.1K
﹤0.01%
1035
2022
Q1
–
Sell
-34
Closed
-$2K
–
1722
2021
Q4
$2K
Buy
+34
New
+$1.83K
﹤0.01%
1511
Other funds holding CCEP
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Goldman Sachs
New York
$761B 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
$74.1B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close