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

Institute for 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 Q2	$94.9K	Buy	+948	New	+$90.4K	0.01%	692
2022 Q3	–	Sell	-6,362	Closed	-$328K	–	471
2022 Q2	$328K	Hold	6,362	–	–	0.06%	371
2022 Q1	$309K	Buy	+6,362	New	+$341K	0.05%	418
2019 Q3	–	Sell	-3,567	Closed	-$202K	–	429
2019 Q2	$202K	Buy	+3,567	New	+$195K	0.04%	435

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Institute for Wealth Management's CCEP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Coca-Cola Europacific Partners (CCEP) in Q2 2026: 948 shares worth $94.9K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CCEP as recently as Q2 2022.

Institute for Wealth Management first reported a position in CCEP in Q2 2019 and has held it in 4 quarters since. The position peaked at $328K in Q2 2022. 581 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.

Institute for Wealth Management held 948 shares of Coca-Cola Europacific Partners worth $94.9K as of Q2 2026.
Coca-Cola Europacific Partners was a new Institute for Wealth Management position in Q2 2026.
Coca-Cola Europacific Partners made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #692 holding.
Institute for Wealth Management first reported a position in Coca-Cola Europacific Partners in Q2 2019 and has held it in 4 quarters since.
Institute for Wealth Management's Coca-Cola Europacific Partners position peaked at $328K in Q2 2022.
581 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.