Mount Yale Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.51M | Buy |
25,040
+9,323
| +59% | +$889K | 0.05% | 365 |
|
|
2026
Q1 | $1.43M | Buy |
15,717
+8,271
| +111% | +$795K | 0.03% | 450 |
|
|
2025
Q4 | $675K | Sell |
7,446
-8,207
| -52% | -$741K | 0.03% | 385 |
|
|
2025
Q3 | $1.42M | Sell |
15,653
-1,611
| -9% | -$149K | 0.1% | 215 |
|
|
2025
Q2 | $1.6M | Buy |
17,264
+186
| +1% | +$16.7K | 0.12% | 141 |
|
|
2025
Q1 | $1.49M | Buy |
17,078
+469
| +3% | +$38.3K | 0.13% | 146 |
|
|
2024
Q4 | $1.28M | Sell |
16,609
-2,613
| -14% | -$202K | 0.1% | 164 |
|
|
2024
Q3 | $1.51M | Sell |
19,222
-328
| -2% | -$25.1K | 0.15% | 151 |
|
|
2024
Q2 | $1.42M | Sell |
19,550
-5
| -0% | -$360 | 0.11% | 171 |
|
|
2024
Q1 | $1.37M | Sell |
19,555
-1,448
| -7% | -$99.5K | 0.1% | 177 |
|
|
2023
Q4 | $1.4M | Buy |
21,003
+130
| +0.6% | +$7.95K | 0.13% | 160 |
|
|
2023
Q3 | $1.3M | Buy |
20,873
+155
| +0.7% | +$9.86K | 0.14% | 152 |
|
|
2023
Q2 | $1.33M | Sell |
20,718
-1,192
| -5% | -$75.7K | 0.14% | 150 |
|
|
2023
Q1 | $1.3M | Sell |
21,910
-6,898
| -24% | -$386K | 0.15% | 146 |
|
|
2022
Q4 | $1.59M | Sell |
28,808
-2,390
| -8% | -$120K | 0.18% | 126 |
|
|
2022
Q3 | $1.33M | Buy |
31,198
+5,414
| +21% | +$272K | 0.18% | 126 |
|
|
2022
Q2 | $1.33M | Buy |
25,784
+1,519
| +6% | +$77.8K | 0.17% | 138 |
|
|
2022
Q1 | $1.18M | Buy |
24,265
+6,312
| +35% | +$338K | 0.13% | 176 |
|
|
2021
Q4 | $1M | Buy |
17,953
+1,397
| +8% | +$75.3K | 0.1% | 202 |
|
|
2021
Q3 | $915K | Buy |
16,556
+10,986
| +197% | +$653K | 0.11% | 205 |
|
|
2021
Q2 | $330K | Buy |
5,570
+63
| +1% | +$3.67K | 0.04% | 303 |
|
|
2021
Q1 | $287K | Sell |
5,507
-125
| -2% | -$6.36K | 0.04% | 323 |
|
|
2020
Q4 | $281K | Buy |
5,632
+23
| +0.4% | +$972 | 0.04% | 308 |
|
|
2020
Q3 | $218K | Buy |
+5,609
| New | +$230K | 0.03% | 320 |
|
|
2019
Q4 | – | Sell |
-6,827
| Closed | -$351K | – | 325 |
|
|
2019
Q3 | $351K | Sell |
6,827
-18,003
| -73% | -$1.01M | 0.06% | 249 |
|
|
2019
Q2 | $1.38M | Buy |
24,830
+2,919
| +13% | +$160K | 0.25% | 92 |
|
|
2019
Q1 | $1.13M | Sell |
21,911
-1,965
| -8% | -$93.3K | 0.21% | 108 |
|
|
2018
Q4 | $1.15M | Buy |
23,876
+21,274
| +818% | +$985K | 0.23% | 101 |
|
|
2018
Q3 | $123K | Sell |
2,602
-1
| -0% | -$43 | 0.02% | 377 |
|
|
2018
Q2 | $106K | Buy |
2,603
+4
| +0.2% | +$158 | 0.02% | 438 |
|
|
2018
Q1 | $108K | Buy |
+2,599
| New | +$102K | 0.02% | 431 |
|
Other funds holding CCEP
Mount Yale Investment Advisors's CCEP Position: Q2 2026 in Review
Mount Yale Investment Advisors increased its Coca-Cola Europacific Partners (CCEP) stake by 59% in Q2 2026, buying an estimated $889K and bringing the position to 25,040 shares worth $2.51M. The position accounts for 0.05% of the portfolio, ranked #365.
Mount Yale Investment Advisors first reported a position in CCEP in Q1 2018 and has held it in 31 quarters since. 581 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.
- Mount Yale Investment Advisors held 25,040 shares of Coca-Cola Europacific Partners worth $2.51M as of Q2 2026.
- Mount Yale Investment Advisors bought 9,323 Coca-Cola Europacific Partners shares in Q2 2026, an estimated $889K.
- Coca-Cola Europacific Partners made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #365 holding.
- Mount Yale Investment Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2018 and has held it in 31 quarters since.
- 581 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.