Geneos Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $41.3K | Buy |
406
+59
| +17% | +$6.25K | ﹤0.01% | 1773 |
|
|
2026
Q2 | $34.7K | Hold |
347
| – | – | ﹤0.01% | 1614 |
|
|
2026
Q1 | $31.5K | Hold |
347
| – | – | ﹤0.01% | 1608 |
|
|
2025
Q4 | $31.5K | Hold |
347
| – | – | ﹤0.01% | 1564 |
|
|
2025
Q3 | $31.4K | Sell |
347
-426
| -55% | -$39.5K | ﹤0.01% | 1549 |
|
|
2025
Q2 | $71.7K | Sell |
773
-35
| -4% | -$3.14K | ﹤0.01% | 1397 |
|
|
2025
Q1 | $70.3K | Buy |
808
+156
| +24% | +$12.7K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $50.1K | Buy |
652
+58
| +10% | +$4.48K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $46.8K | Buy |
594
+247
| +71% | +$18.9K | ﹤0.01% | 1220 |
|
|
2024
Q2 | $25.3K | Hold |
347
| – | – | ﹤0.01% | 1272 |
|
|
2024
Q1 | $24.3K | Hold |
347
| – | – | ﹤0.01% | 1296 |
|
|
2023
Q4 | $23.2K | Buy |
347
+13
| +4% | +$795 | ﹤0.01% | 1301 |
|
|
2023
Q3 | $20.9K | Hold |
334
| – | – | ﹤0.01% | 1357 |
|
|
2023
Q2 | $21.5K | Hold |
334
| – | – | ﹤0.01% | 1349 |
|
|
2023
Q1 | $19.8K | Buy |
334
+300
| +882% | +$16.8K | ﹤0.01% | 1350 |
|
|
2022
Q4 | $1.88K | Sell |
34
-300
| -90% | -$15.1K | ﹤0.01% | 1895 |
|
|
2022
Q3 | $14K | Hold |
334
| – | – | ﹤0.01% | 1427 |
|
|
2022
Q2 | $17K | Hold |
334
| – | – | ﹤0.01% | 1745 |
|
|
2022
Q1 | $16K | Hold |
334
| – | – | ﹤0.01% | 1894 |
|
|
2021
Q4 | $18K | Hold |
334
| – | – | ﹤0.01% | 1927 |
|
|
2021
Q3 | $18K | Hold |
334
| – | – | ﹤0.01% | 1960 |
|
|
2021
Q2 | $19K | Sell |
334
-113
| -25% | -$6.59K | ﹤0.01% | 1934 |
|
|
2021
Q1 | $25K | Hold |
447
| – | – | ﹤0.01% | 1951 |
|
|
2020
Q4 | $17K | Buy |
447
+113
| +34% | +$4.78K | ﹤0.01% | 1988 |
|
|
2020
Q3 | $12K | Hold |
334
| – | – | ﹤0.01% | 1873 |
|
|
2020
Q2 | $12K | Hold |
334
| – | – | ﹤0.01% | 1831 |
|
|
2020
Q1 | $11K | Hold |
334
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q4 | $17K | Hold |
334
| – | – | ﹤0.01% | 1748 |
|
|
2019
Q3 | $18K | Hold |
334
| – | – | ﹤0.01% | 1647 |
|
|
2019
Q2 | $18K | Buy |
334
+34
| +11% | +$1.86K | ﹤0.01% | 1670 |
|
|
2019
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 1685 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 1741 |
|
|
2018
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 1628 |
|
|
2018
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 1566 |
|
|
2017
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 1591 |
|
|
2017
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 1503 |
|
|
2017
Q2 | $12K | Sell |
300
-427
| -59% | -$16.9K | ﹤0.01% | 1459 |
|
|
2017
Q1 | $27K | Buy |
727
+3
| +0.4% | +$105 | ﹤0.01% | 1125 |
|
|
2016
Q4 | $22K | Buy |
724
+2
| +0.3% | +$70 | ﹤0.01% | 1136 |
|
|
2016
Q3 | $28K | Hold |
722
| – | – | ﹤0.01% | 1008 |
|
|
2016
Q2 | $25K | Buy |
+722
| New | +$34K | ﹤0.01% | 1035 |
|
Other funds holding CCEP
Geneos Wealth Management's CCEP Position: Q3 2026 in Review
Geneos Wealth Management increased its Coca-Cola Europacific Partners (CCEP) stake by 17% in Q3 2026, buying an estimated $6.25K and bringing the position to 406 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.
Geneos Wealth Management first reported a position in CCEP in Q2 2016 and has held it in 42 quarters since. The position peaked at $71.7K in Q2 2025. 413 funds tracked by Wall St. Rank hold CCEP as of Q3 2026.
- Geneos Wealth Management held 406 shares of Coca-Cola Europacific Partners worth $41.3K as of Q3 2026.
- Geneos Wealth Management bought 59 Coca-Cola Europacific Partners shares in Q3 2026, an estimated $6.25K.
- Coca-Cola Europacific Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1773 holding.
- Geneos Wealth Management first reported a position in Coca-Cola Europacific Partners in Q2 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Coca-Cola Europacific Partners position peaked at $71.7K in Q2 2025.
- 413 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2026.
Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.