LWCFA
CCEP icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-15
Closed – – 784
2021
Q2 		$0 Buy
+15
New +$875 ﹤0.01% 946

Other funds holding CCEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HIP
Hengistbury Investment Partners London, United Kingdom $240M AUM 17.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CCEP Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2021, closing a stake of 15 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CCEP in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 367 funds tracked by Wall St. Rank hold CCEP as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Coca-Cola Europacific Partners position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 15 Coca-Cola Europacific Partners shares in Q3 2021.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Coca-Cola Europacific Partners in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Coca-Cola Europacific Partners position peaked at $0 in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.