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Moody Lynn & Lieberson’s Coca-Cola Europacific Partners CCEP Stock Holding History

Moody Lynn & Lieberson’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
Q1 		– Sell
-2,676
Closed -$243K – 257
2025
Q4 		$243K Buy
2,676
+2
+0.1% +$181 0.01% 234
2025
Q3 		$242K Hold
2,674
– – 0.01% 236
2025
Q2 		$248K Hold
2,674
– – 0.01% 226
2025
Q1 		$233K Sell
2,674
-475
-15% -$38.8K 0.01% 222
2024
Q4 		$242K Buy
3,149
+150
+5% +$11.6K 0.01% 221
2024
Q3 		$236K Hold
2,999
– – 0.01% 231
2024
Q2 		$219K Buy
2,999
+100
+3% +$7.2K 0.01% 225
2024
Q1 		$203K Buy
+2,899
New +$199K 0.01% 230

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return