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IHT Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

IHT Wealth Management’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
2026
Q1 		$238K Sell
2,624
-88
-3% -$8.45K 0.01% 1110
2025
Q4 		$246K Buy
2,712
+38
+1% +$3.43K 0.01% 1039
2025
Q3 		$242K Sell
2,674
-69
-3% -$6.4K 0.01% 1039
2025
Q2 		$254K Sell
2,743
-41
-1% -$3.67K 0.01% 964
2025
Q1 		$242K Sell
2,784
-251
-8% -$20.5K 0.01% 943
2024
Q4 		$233K Sell
3,035
-1,006
-25% -$77.7K 0.01% 959
2024
Q3 		$317K Buy
4,041
+1,232
+44% +$94.4K 0.01% 891
2024
Q2 		$205K Buy
+2,809
New +$202K 0.01% 951
2018
Q2 		– Sell
-450
Closed -$18K – 559
2018
Q1 		$18K Buy
450
+1
+0.2% +$39 ﹤0.01% 1010
2017
Q4 		$18K Buy
449
+1
+0.2% +$40 ﹤0.01% 1014
2017
Q3 		$18K Buy
448
+150
+50% +$6.36K 0.01% 802
2017
Q2 		$46 Buy
298
+260
+684% +$10.3K 0.02% 523
2017
Q1 		$1K Sell
38
-62
-62% -$2.16K ﹤0.01% 1144
2016
Q4 		$3K Buy
+100
New +$3.52K ﹤0.01% 975

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's CCEP Position: Q1 2026 in Review

IHT Wealth Management reduced its Coca-Cola Europacific Partners (CCEP) stake by 3.2% in Q1 2026, selling an estimated $8.45K and leaving 2,624 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1110.

IHT Wealth Management first reported a position in CCEP in Q4 2016 and has held it in 14 quarters since. The position peaked at $317K in Q3 2024. 574 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • IHT Wealth Management held 2,624 shares of Coca-Cola Europacific Partners worth $238K as of Q1 2026.
  • IHT Wealth Management sold 88 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $8.45K.
  • Coca-Cola Europacific Partners made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1110 holding.
  • IHT Wealth Management first reported a position in Coca-Cola Europacific Partners in Q4 2016 and has held it in 14 quarters since.
  • IHT Wealth Management's Coca-Cola Europacific Partners position peaked at $317K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.