Jones Financial Companies
CCEP icon

Jones Financial Companies’s Coca-Cola Europacific Partners CCEP Stock Holding History

Jones Financial Companies’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 		$16.2M Buy
176,362
+173,031
+5,195% +$16.6M 0.01% 663
2025
Q4 		$302K Buy
3,331
+900
+37% +$81.3K ﹤0.01% 1721
2025
Q3 		$218K Buy
2,431
+216
+10% +$20K ﹤0.01% 1751
2025
Q2 		$202K Buy
2,215
+261
+13% +$23.4K ﹤0.01% 1655
2025
Q1 		$169K Buy
1,954
+205
+12% +$16.7K ﹤0.01% 1558
2024
Q4 		$134K Buy
1,749
+1,006
+135% +$77.7K ﹤0.01% 1516
2024
Q3 		$58.7K Buy
743
+280
+60% +$21.5K ﹤0.01% 1584
2024
Q2 		$33.7K Buy
463
+266
+135% +$19.1K ﹤0.01% 1386
2024
Q1 		$13.8K Buy
197
+128
+186% +$8.79K ﹤0.01% 994
2023
Q4 		$4.61K Buy
69
+54
+360% +$3.3K ﹤0.01% 770
2023
Q3 		$937 Buy
+15
New +$954 ﹤0.01% 638
2013
Q4 		– Sell
-30
Closed -$1K – 272
2013
Q3 		$1K Hold
30
– – ﹤0.01% 682
2013
Q2 		$1K Buy
+30
New +$1.1K ﹤0.01% 747

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $74.1B 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