Financial Architects (New Jersey)’s Coca-Cola Europacific Partners CCEP Stock Holding History

Financial Architects (New Jersey)’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
2019 Q1	–	Sell	-300	Closed	-$14K	–	1427
2018 Q4	$14K	Hold	300	–	–	﹤0.01%	908
2018 Q3	$14K	Buy	+300	New	+$12.8K	﹤0.01%	1011
2016 Q3	–	Sell	-34	Closed	-$1K	–	1449
2016 Q2	$1K	Hold	34	–	–	﹤0.01%	1389
2016 Q1	$2K	Buy	+34	New	+$1.64K	﹤0.01%	1025
2015 Q3	–	Sell	-192	Closed	-$8K	–	317
2015 Q2	$8K	Hold	192	–	–	﹤0.01%	834
2015 Q1	$8K	Buy	192 +142	+284%	+$6.2K	﹤0.01%	763
2014 Q4	$2K	Buy	50 +16	+47%	+$690	﹤0.01%	930
2014 Q3	$2K	Hold	34	–	–	﹤0.01%	830
2014 Q2	$2K	Buy	+34	New	+$1.57K	﹤0.01%	853

Other funds holding CCEP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Financial Architects (New Jersey)'s CCEP Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2019, closing a stake of 300 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in CCEP in Q2 2014 and held it in 9 quarters. The position peaked at $14K in Q4 2018. 374 funds tracked by Wall St. Rank hold CCEP as of Q1 2019.

Financial Architects (New Jersey) reported no remaining Coca-Cola Europacific Partners position as of Q1 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 300 Coca-Cola Europacific Partners shares in Q1 2019, an estimated $14K.
Financial Architects (New Jersey) first reported a position in Coca-Cola Europacific Partners in Q2 2014 and held it in 9 quarters.
Financial Architects (New Jersey)'s Coca-Cola Europacific Partners position peaked at $14K in Q4 2018.
374 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.