IBEX Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

IBEX Wealth Advisors’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 Q3	–	Sell	-100,928	Closed	-$9.36M	–	207
2025 Q2	$9.36M	Buy	100,928 +4,532	+5%	+$406K	1%	30
2025 Q1	$8.39M	Buy	96,396 +163	+0.2%	+$13.3K	1.11%	31
2024 Q4	$7.39M	Buy	+96,233	New	+$7.43M	0.87%	33
2024 Q3	–	Sell	-87,974	Closed	-$6.41M	–	100
2024 Q2	$6.41M	Buy	+87,974	New	+$6.33M	1%	30
2024 Q1	–	Sell	-81,000	Closed	-$5.42M	–	120
2023 Q4	$5.42M	Buy	81,000 +76,360	+1,646%	+$4.67M	1.18%	30
2023 Q3	$290K	Buy	+4,640	New	+$295K	0.07%	99
2020 Q1	–	Sell	-67,603	Closed	-$3.44M	–	95
2019 Q4	$3.44M	Buy	67,603 +3,842	+6%	+$202K	1.05%	36
2019 Q3	$3.54M	Buy	63,761 +2,119	+3%	+$118K	1.17%	31
2019 Q2	$3.48M	Buy	61,642 +10,027	+19%	+$548K	1%	30
2019 Q1	$2.67M	Buy	+51,615	New	+$2.45M	0.94%	41

Other funds holding CCEP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

IBEX Wealth Advisors's CCEP Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2025, closing a stake of 100,928 shares — an estimated $9.36M sold.

IBEX Wealth Advisors first reported a position in CCEP in Q1 2019 and held it in 10 quarters. The position peaked at $9.36M in Q2 2025. 525 funds tracked by Wall St. Rank hold CCEP as of Q3 2025.

IBEX Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q3 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 100,928 Coca-Cola Europacific Partners shares in Q3 2025, an estimated $9.36M.
IBEX Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2019 and held it in 10 quarters.
IBEX Wealth Advisors's Coca-Cola Europacific Partners position peaked at $9.36M in Q2 2025.
525 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.