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Lake Street Advisors Group’s Coca-Cola Europacific Partners CCEP Stock Holding History

Lake Street Advisors Group’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
Q4 		$388K Buy
5,058
+495
+11% +$38.2K 0.02% 385
2024
Q3 		$359K Buy
4,563
+14
+0.3% +$1.07K 0.02% 404
2024
Q2 		$331K Sell
4,549
-228
-5% -$16.4K 0.02% 419
2024
Q1 		$334K Buy
4,777
+186
+4% +$12.8K 0.02% 436
2023
Q4 		$306K Buy
+4,591
New +$281K 0.02% 432

Other funds holding CCEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Advisors Group's CCEP Position: Q4 2024 in Review

Lake Street Advisors Group increased its Coca-Cola Europacific Partners (CCEP) stake by 11% in Q4 2024, buying an estimated $38.2K and bringing the position to 5,058 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #385.

Lake Street Advisors Group first reported a position in CCEP in Q4 2023 and has held it in 5 quarters since. 535 funds tracked by Wall St. Rank hold CCEP as of Q4 2024.

  • Lake Street Advisors Group held 5,058 shares of Coca-Cola Europacific Partners worth $388K as of Q4 2024.
  • Lake Street Advisors Group bought 495 Coca-Cola Europacific Partners shares in Q4 2024, an estimated $38.2K.
  • Coca-Cola Europacific Partners made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #385 holding.
  • Lake Street Advisors Group first reported a position in Coca-Cola Europacific Partners in Q4 2023 and has held it in 5 quarters since.
  • 535 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.