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Kula Investments’s Coca-Cola Europacific Partners CCEP Stock Holding History

Kula Investments’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
Q1 		$1.61M Buy
27,200
+7,395
+37% +$413K 0.4% 32
2022
Q4 		$10.1M Buy
+19,805
New +$994K 2.99% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kula Investments's CCEP Position: Q1 2023 in Review

Kula Investments increased its Coca-Cola Europacific Partners (CCEP) stake by 37% in Q1 2023, buying an estimated $413K and bringing the position to 27,200 shares worth $1.61M. The position accounts for 0.4% of the portfolio, ranked #32.

Kula Investments first reported a position in CCEP in Q4 2022 and has held it in 2 quarters since. The position peaked at $10.1M in Q4 2022. 387 funds tracked by Wall St. Rank hold CCEP as of Q1 2023.

  • Kula Investments held 27,200 shares of Coca-Cola Europacific Partners worth $1.61M as of Q1 2023.
  • Kula Investments bought 7,395 Coca-Cola Europacific Partners shares in Q1 2023, an estimated $413K.
  • Coca-Cola Europacific Partners made up 0.4% of Kula Investments's portfolio in Q1 2023, its #32 holding.
  • Kula Investments first reported a position in Coca-Cola Europacific Partners in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Coca-Cola Europacific Partners position peaked at $10.1M in Q4 2022.
  • 387 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.