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

Liberty Wealth 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
2021 Q1	–	Sell	-5	Closed	–	–	938
2020 Q4	$0	Buy	+5	New	+$211	﹤0.01%	951
2020 Q3	–	Sell	-14	Closed	-$1K	–	862
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	768
2020 Q1	$1K	Sell	14 -2	-13%	-$97	﹤0.01%	774
2019 Q4	$1K	Sell	16 -333	-95%	-$17.5K	﹤0.01%	808
2019 Q3	$19K	Sell	349 -347	-50%	-$19.4K	0.02%	403
2019 Q2	$39K	Buy	696 +105	+18%	+$5.74K	0.03%	286
2019 Q1	$30K	Buy	+591	New	+$28.1K	0.02%	284

Other funds holding CCEP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HIP

Hengistbury Investment Partners London, United Kingdom $311M AUM 13.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Liberty Wealth Management's CCEP Position: Q1 2021 in Review

Liberty Wealth Management sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2021, closing a stake of 5 shares.

Liberty Wealth Management first reported a position in CCEP in Q1 2019 and held it in 7 quarters. The position peaked at $39K in Q2 2019. 344 funds tracked by Wall St. Rank hold CCEP as of Q1 2021.

Liberty Wealth Management reported no remaining Coca-Cola Europacific Partners position as of Q1 2021 after selling out during the quarter.
Liberty Wealth Management sold 5 Coca-Cola Europacific Partners shares in Q1 2021.
Liberty Wealth Management first reported a position in Coca-Cola Europacific Partners in Q1 2019 and held it in 7 quarters.
Liberty Wealth Management's Coca-Cola Europacific Partners position peaked at $39K in Q2 2019.
344 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2021.

Based on Liberty Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.