Montag & Associates’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21K | Hold |
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|
2025
Q2 | $21.5K | Sell |
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|
2025
Q1 | $75.6K | Hold |
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|
2024
Q4 | $66.7K | Buy |
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|
2024
Q3 | $67.5K | Hold |
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|
2024
Q2 | $62.5K | Buy |
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|
2024
Q1 | $59.5K | Hold |
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|
2023
Q4 | $56.8K | Buy |
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|
2023
Q3 | $52.4K | Hold |
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|
2023
Q2 | $54.1K | Buy |
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|
2023
Q1 | $49.2K | Hold |
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|
2022
Q4 | $46K | Buy |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $47K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $40K | Buy |
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