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 Q3	$2.79M	Buy	27,427 +190	+0.7%	+$20.1K	0.61%	25
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

SII

Silchester International Investors London, United Kingdom $17.3M AUM 2.32% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Legacy Wealth Asset Management's CCEP Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Coca-Cola Europacific Partners (CCEP) stake by 0.7% in Q3 2026, buying an estimated $20.1K and bringing the position to 27,427 shares worth $2.79M. The position accounts for 0.61% of the portfolio, ranked #25.

Legacy Wealth Asset Management first reported a position in CCEP in Q3 2023 and has held it in 13 quarters since. 48 funds tracked by Wall St. Rank hold CCEP as of Q3 2026.

Legacy Wealth Asset Management held 27,427 shares of Coca-Cola Europacific Partners worth $2.79M as of Q3 2026.
Legacy Wealth Asset Management bought 190 Coca-Cola Europacific Partners shares in Q3 2026, an estimated $20.1K.
Coca-Cola Europacific Partners made up 0.61% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #25 holding.
Legacy Wealth Asset Management first reported a position in Coca-Cola Europacific Partners in Q3 2023 and has held it in 13 quarters since.
48 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.