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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
2019
Q3 		– Sell
-3
Closed -$1K – 122
2019
Q2 		$1K Buy
+3
New +$164 ﹤0.01% 404

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Legal & General Group
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.