IWA
CCEP icon

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

Icon 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
-1,086
Closed -$101K – 522
2025
Q2 		$101K Sell
1,086
-371
-25% -$33.2K 0.01% 507
2025
Q1 		$127K Buy
1,457
+9
+0.6% +$734 0.01% 437
2024
Q4 		$111K Buy
1,448
+114
+9% +$8.81K 0.01% 486
2024
Q3 		$105K Buy
+1,334
New +$102K 0.01% 473
2024
Q2 		– Sell
-1,794
Closed -$125K – 447
2024
Q1 		$125K Sell
1,794
-1,034
-37% -$71K 0.01% 431
2023
Q4 		$189K Buy
+2,828
New +$173K 0.02% 330
2022
Q4 		– Sell
-2,422
Closed -$103K – 344
2022
Q3 		$103K Buy
+2,422
New +$122K 0.01% 390

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

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

Icon Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2025, closing a stake of 1,086 shares — an estimated $101K sold.

Icon Wealth Advisors first reported a position in CCEP in Q3 2022 and held it in 7 quarters. The position peaked at $189K in Q4 2023. 525 funds tracked by Wall St. Rank hold CCEP as of Q3 2025.

  • Icon Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,086 Coca-Cola Europacific Partners shares in Q3 2025, an estimated $101K.
  • Icon Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q3 2022 and held it in 7 quarters.
  • Icon Wealth Advisors's Coca-Cola Europacific Partners position peaked at $189K in Q4 2023.
  • 525 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.