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Mount Yale Investment Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Mount Yale Investment 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
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

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's CCEP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Coca-Cola Europacific Partners (CCEP) stake by 111% in Q1 2026, buying an estimated $795K and bringing the position to 15,717 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #450.

Mount Yale Investment Advisors first reported a position in CCEP in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.6M in Q2 2025. 576 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • Mount Yale Investment Advisors held 15,717 shares of Coca-Cola Europacific Partners worth $1.43M as of Q1 2026.
  • Mount Yale Investment Advisors bought 8,271 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $795K.
  • Coca-Cola Europacific Partners made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #450 holding.
  • Mount Yale Investment Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2018 and has held it in 30 quarters since.
  • Mount Yale Investment Advisors's Coca-Cola Europacific Partners position peaked at $1.6M in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.