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Legacy Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Legacy 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
2018
Q2 		– Sell
-42
Closed -$2K – 418
2018
Q1 		$2K Buy
+42
New +$1.66K ﹤0.01% 335

Other funds holding CCEP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Advisors's CCEP Position: Q2 2018 in Review

Legacy Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2018, closing a stake of 42 shares — an estimated $2K sold.

Legacy Advisors first reported a position in CCEP in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 323 funds tracked by Wall St. Rank hold CCEP as of Q2 2018.

  • Legacy Advisors reported no remaining Coca-Cola Europacific Partners position as of Q2 2018 after selling out during the quarter.
  • Legacy Advisors sold 42 Coca-Cola Europacific Partners shares in Q2 2018, an estimated $2K.
  • Legacy Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2018 and held it in 1 quarter.
  • Legacy Advisors's Coca-Cola Europacific Partners position peaked at $2K in Q1 2018.
  • 323 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.