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

Evoke Wealth’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
2022
Q1 		– Sell
-150
Closed -$8K – 1174
2021
Q4 		$8K Hold
150
– – ﹤0.01% 816
2021
Q3 		$8K Hold
150
– – ﹤0.01% 767
2021
Q2 		$9K Hold
150
– – ﹤0.01% 758
2021
Q1 		$8K Buy
+150
New +$7.63K ﹤0.01% 720
2020
Q1 		– Sell
-460
Closed -$23.5K – 1164
2019
Q4 		$23.5K Sell
460
-16
-3% -$843 ﹤0.01% 555
2019
Q3 		$26.4K Buy
+476
New +$26.6K ﹤0.01% 590

Other funds holding CCEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evoke Wealth's CCEP Position: Q1 2022 in Review

Evoke Wealth sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2022, closing a stake of 150 shares — an estimated $8K sold.

Evoke Wealth first reported a position in CCEP in Q3 2019 and held it in 6 quarters. The position peaked at $26.4K in Q3 2019. 366 funds tracked by Wall St. Rank hold CCEP as of Q1 2022.

  • Evoke Wealth reported no remaining Coca-Cola Europacific Partners position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 150 Coca-Cola Europacific Partners shares in Q1 2022, an estimated $8K.
  • Evoke Wealth first reported a position in Coca-Cola Europacific Partners in Q3 2019 and held it in 6 quarters.
  • Evoke Wealth's Coca-Cola Europacific Partners position peaked at $26.4K in Q3 2019.
  • 366 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.