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

Janiczek 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
2024
Q2 		$13.2K Sell
181
-40
-18% -$2.88K ﹤0.01% 623
2024
Q1 		$15.5K Hold
221
– – ﹤0.01% 611
2023
Q4 		$14.8K Hold
221
– – ﹤0.01% 593
2023
Q3 		$13.8K Buy
221
+23
+12% +$1.46K ﹤0.01% 571
2023
Q2 		$12.8K Hold
198
– – ﹤0.01% 534
2023
Q1 		$11.9K Buy
198
+28
+16% +$1.56K ﹤0.01% 541
2022
Q4 		$9.54K Buy
170
+52
+44% +$2.61K ﹤0.01% 571
2022
Q3 		$5K Sell
118
-164
-58% -$8.24K ﹤0.01% 647
2022
Q2 		$15K Sell
282
-119
-30% -$6.09K ﹤0.01% 505
2022
Q1 		$19K Sell
401
-143
-26% -$7.66K 0.01% 463
2021
Q4 		$30K Sell
544
-10
-2% -$539 0.01% 414
2021
Q3 		$31K Buy
554
+124
+29% +$7.38K 0.01% 374
2021
Q2 		$26K Sell
430
-1
-0.2% -$58 0.01% 374
2021
Q1 		$22K Buy
431
+196
+83% +$9.96K 0.01% 381
2020
Q4 		$12K Buy
+235
New +$9.93K 0.01% 433

Other funds holding CCEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's CCEP Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Coca-Cola Europacific Partners (CCEP) stake by 18% in Q2 2024, selling an estimated $2.88K and leaving 181 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Janiczek Wealth Management first reported a position in CCEP in Q4 2020 and has held it in 15 quarters since. The position peaked at $31K in Q3 2021. 499 funds tracked by Wall St. Rank hold CCEP as of Q2 2024.

  • Janiczek Wealth Management held 181 shares of Coca-Cola Europacific Partners worth $13.2K as of Q2 2024.
  • Janiczek Wealth Management sold 40 Coca-Cola Europacific Partners shares in Q2 2024, an estimated $2.88K.
  • Coca-Cola Europacific Partners made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #623 holding.
  • Janiczek Wealth Management first reported a position in Coca-Cola Europacific Partners in Q4 2020 and has held it in 15 quarters since.
  • Janiczek Wealth Management's Coca-Cola Europacific Partners position peaked at $31K in Q3 2021.
  • 499 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.