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

Glassman Wealth Services’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
2020 Q2	–	Sell	-5	Closed	–	–	1253
2020 Q1	$0	Sell	5 -68	-93%	-$3.31K	﹤0.01%	1169
2019 Q4	$4K	Buy	73 +5	+7%	+$263	﹤0.01%	606
2019 Q3	$4K	Hold	68	–	–	﹤0.01%	560
2019 Q2	$4K	Sell	68 -5	-7%	-$273	﹤0.01%	574
2019 Q1	$4K	Buy	73 +40	+121%	+$1.9K	﹤0.01%	570
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	531
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	583
2018 Q2	$1K	Hold	33	–	–	﹤0.01%	635
2018 Q1	$1K	Buy	+33	New	+$1.3K	﹤0.01%	593

Other funds holding CCEP

Barrow, Hanley, Mewhinney & Strauss

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Boston Partners

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

Capital World Investors

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

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

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

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