HFP
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Holistic Financial Partners’s Coca-Cola Europacific Partners CCEP Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-184
Closed -$8K – 86
2018
Q1 		$8K Buy
184
+6
+3% +$237 0.01% 331
2017
Q4 		$7K Buy
+178
New +$7.12K 0.01% 354

Other funds holding CCEP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Holistic Financial Partners's CCEP Position: Q2 2018 in Review

Holistic Financial Partners sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2018, closing a stake of 184 shares — an estimated $8K sold.

Holistic Financial Partners first reported a position in CCEP in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 323 funds tracked by Wall St. Rank hold CCEP as of Q2 2018.

  • Holistic Financial Partners reported no remaining Coca-Cola Europacific Partners position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 184 Coca-Cola Europacific Partners shares in Q2 2018, an estimated $8K.
  • Holistic Financial Partners first reported a position in Coca-Cola Europacific Partners in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Coca-Cola Europacific Partners position peaked at $8K in Q1 2018.
  • 323 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.