Legacy Wealth Asset Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

Legacy Wealth Asset Management’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 Q2	$2.73M	Buy	27,237 +1,455	+6%	+$139K	0.6%	27
2026 Q1	$2.34M	Buy	25,782 +232	+0.9%	+$22.3K	0.57%	31
2025 Q4	$2.32M	Sell	25,550 -223	-0.9%	-$20.1K	0.57%	26
2025 Q3	$2.33M	Buy	25,773 +131	+0.5%	+$12.2K	0.57%	27
2025 Q2	$2.38M	Sell	25,642 -3,592	-12%	-$322K	0.6%	31
2025 Q1	$2.54M	Sell	29,234 -25	-0.1%	-$2.04K	0.7%	21
2024 Q4	$2.25M	Sell	29,259 -259	-0.9%	-$20K	0.61%	29
2024 Q3	$2.32M	Sell	29,518 -570	-2%	-$43.7K	0.62%	29
2024 Q2	$2.19M	Buy	30,088 +461	+2%	+$33.2K	0.62%	32
2024 Q1	$2.07M	Buy	29,627 +787	+3%	+$54.1K	0.58%	35
2023 Q4	$1.92M	Buy	28,840 +2,026	+8%	+$124K	0.63%	35
2023 Q3	$1.68M	Buy	+26,814	New	+$1.71M	0.61%	38

Other funds holding CCEP

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return