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JP Morgan Private Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

JP Morgan Private 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
2023
Q3 		$982K Buy
+15,714
New +$1,000K ﹤0.01% 982
2023
Q2 		– Sell
-9,898
Closed -$586K – 1547
2023
Q1 		$586K Sell
9,898
-3,011
-23% -$168K ﹤0.01% 1410
2022
Q4 		$714K Sell
12,909
-249
-2% -$12.5K ﹤0.01% 1309
2022
Q3 		$561K Buy
13,158
+4,631
+54% +$233K ﹤0.01% 1411
2022
Q2 		$440K Buy
8,527
+351
+4% +$18K ﹤0.01% 1503
2022
Q1 		$397K Sell
8,176
-2,002
-20% -$107K ﹤0.01% 1631
2021
Q4 		$569K Buy
10,178
+386
+4% +$20.8K ﹤0.01% 1496
2021
Q3 		$541K Buy
9,792
+5,829
+147% +$347K ﹤0.01% 1469
2021
Q2 		$235K Buy
+3,963
New +$231K ﹤0.01% 1777
2020
Q1 		– Sell
-10,993
Closed -$559K – 1430
2019
Q4 		$559K Buy
10,993
+6,614
+151% +$348K ﹤0.01% 1011
2019
Q3 		$243K Buy
4,379
+346
+9% +$19.3K ﹤0.01% 1264
2019
Q2 		$228K Sell
4,033
-3,890
-49% -$213K ﹤0.01% 1254
2019
Q1 		$410K Buy
7,923
+1,569
+25% +$74.5K ﹤0.01% 1096
2018
Q4 		$291K Buy
+6,354
New +$294K ﹤0.01% 1181
2018
Q3 		– Sell
-10,196
Closed -$415K – 1578
2018
Q2 		$415K Buy
10,196
+1,838
+22% +$72.4K ﹤0.01% 1079
2018
Q1 		$348K Buy
+8,358
New +$330K ﹤0.01% 993
2016
Q4 		– Sell
-5,250
Closed -$210K – 1246
2016
Q3 		$210K Sell
5,250
-5,073
-49% -$194K ﹤0.01% 1130
2016
Q2 		$368K Buy
10,323
+1,801
+21% +$84.9K ﹤0.01% 892
2016
Q1 		$433K Sell
8,522
-221
-3% -$10.6K ﹤0.01% 789
2015
Q4 		$430K Buy
8,743
+119
+1% +$5.99K ﹤0.01% 741
2015
Q3 		$417K Buy
8,624
+843
+11% +$41K 0.01% 672
2015
Q2 		$338K Buy
+7,781
New +$349K ﹤0.01% 804
2015
Q1 		– Sell
-7,110
Closed -$314K – 1142
2014
Q4 		$314K Sell
7,110
-1,641
-19% -$70.8K ﹤0.01% 858
2014
Q3 		$389K Buy
8,751
+1,798
+26% +$84.3K 0.01% 770
2014
Q2 		$332K Buy
+6,953
New +$321K 0.01% 687

Other funds holding CCEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CCEP Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Coca-Cola Europacific Partners (CCEP) in Q3 2023: 15,714 shares worth $982K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CCEP as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in CCEP in Q2 2014 and has held it in 25 quarters since. 447 funds tracked by Wall St. Rank hold CCEP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 15,714 shares of Coca-Cola Europacific Partners worth $982K as of Q3 2023.
  • Coca-Cola Europacific Partners was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Coca-Cola Europacific Partners made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #982 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q2 2014 and has held it in 25 quarters since.
  • 447 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.