Financial Advocates Investment Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-2,519	Closed	-$219K	–	650
2025 Q1	$219K	Buy	+2,519	New	+$205K	0.02%	653
2022 Q4	–	Sell	-4,210	Closed	-$316K	–	770
2022 Q3	$316K	Buy	+4,210	New	+$212K	0.03%	533
2022 Q1	–	Sell	-4,026	Closed	-$225K	–	743
2021 Q4	$225K	Hold	4,026	–	–	0.01%	701
2021 Q3	$223K	Sell	4,026 -118	-3%	-$7.02K	0.02%	680
2021 Q2	$246K	Buy	4,144 +118	+3%	+$6.88K	0.02%	652
2021 Q1	$210K	Sell	4,026 -200	-5%	-$10.2K	0.01%	704
2020 Q4	$211K	Buy	+4,226	New	+$179K	0.01%	669
2020 Q1	–	Sell	-4,226	Closed	-$215K	–	482
2019 Q4	$215K	Hold	4,226	–	–	0.02%	473
2019 Q3	$234K	Hold	4,226	–	–	0.03%	432
2019 Q2	$239K	Hold	4,226	–	–	0.03%	409
2019 Q1	$219K	Buy	+4,226	New	+$201K	0.03%	420

Other funds holding CCEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Financial Advocates Investment Management's CCEP Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2025, closing a stake of 2,519 shares — an estimated $219K sold.

Financial Advocates Investment Management first reported a position in CCEP in Q1 2019 and held it in 11 quarters. The position peaked at $316K in Q3 2022. 544 funds tracked by Wall St. Rank hold CCEP as of Q2 2025.

Financial Advocates Investment Management reported no remaining Coca-Cola Europacific Partners position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 2,519 Coca-Cola Europacific Partners shares in Q2 2025, an estimated $219K.
Financial Advocates Investment Management first reported a position in Coca-Cola Europacific Partners in Q1 2019 and held it in 11 quarters.
Financial Advocates Investment Management's Coca-Cola Europacific Partners position peaked at $316K in Q3 2022.
544 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.