Mount Yale Investment Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
17,264
+186
| +1% | +$17.2K | 0.12% | 141 |
|
|
2025
Q1 | $1.49M | Buy |
17,078
+469
| +3% | +$40.8K | 0.13% | 146 |
|
|
2024
Q4 | $1.28M | Sell |
16,609
-2,613
| -14% | -$201K | 0.1% | 164 |
|
|
2024
Q3 | $1.51M | Sell |
19,222
-328
| -2% | -$25.8K | 0.15% | 151 |
|
|
2024
Q2 | $1.42M | Sell |
19,550
-5
| -0% | -$364 | 0.11% | 171 |
|
|
2024
Q1 | $1.37M | Sell |
19,555
-1,448
| -7% | -$101K | 0.1% | 177 |
|
|
2023
Q4 | $1.4M | Buy |
21,003
+130
| +0.6% | +$8.68K | 0.13% | 160 |
|
|
2023
Q3 | $1.3M | Buy |
20,873
+155
| +0.7% | +$9.69K | 0.14% | 152 |
|
|
2023
Q2 | $1.33M | Sell |
20,718
-1,192
| -5% | -$76.8K | 0.14% | 150 |
|
|
2023
Q1 | $1.3M | Sell |
21,910
-6,898
| -24% | -$408K | 0.15% | 146 |
|
|
2022
Q4 | $1.59M | Sell |
28,808
-2,390
| -8% | -$132K | 0.18% | 125 |
|
|
2022
Q3 | $1.33M | Buy |
31,198
+5,414
| +21% | +$231K | 0.18% | 126 |
|
|
2022
Q2 | $1.33M | Buy |
25,784
+1,519
| +6% | +$78.4K | 0.17% | 138 |
|
|
2022
Q1 | $1.18M | Buy |
24,265
+6,312
| +35% | +$307K | 0.13% | 176 |
|
|
2021
Q4 | $1M | Buy |
17,953
+1,397
| +8% | +$78.1K | 0.1% | 202 |
|
|
2021
Q3 | $915K | Buy |
16,556
+10,986
| +197% | +$607K | 0.11% | 205 |
|
|
2021
Q2 | $330K | Buy |
5,570
+63
| +1% | +$3.73K | 0.04% | 302 |
|
|
2021
Q1 | $287K | Sell |
5,507
-125
| -2% | -$6.51K | 0.04% | 322 |
|
|
2020
Q4 | $281K | Buy |
5,632
+23
| +0.4% | +$1.15K | 0.04% | 307 |
|
|
2020
Q3 | $218K | Buy |
+5,609
| New | +$218K | 0.03% | 318 |
|
|
2019
Q4 | – | Sell |
-6,827
| Closed | -$351K | – | 323 |
|
|
2019
Q3 | $351K | Sell |
6,827
-18,003
| -73% | -$926K | 0.06% | 249 |
|
|
2019
Q2 | $1.38M | Buy |
24,830
+2,919
| +13% | +$162K | 0.25% | 92 |
|
|
2019
Q1 | $1.13M | Sell |
21,911
-1,965
| -8% | -$102K | 0.21% | 108 |
|
|
2018
Q4 | $1.15M | Buy |
23,876
+21,274
| +818% | +$1.02M | 0.23% | 101 |
|
|
2018
Q3 | $123K | Sell |
2,602
-1
| -0% | -$47 | 0.02% | 377 |
|
|
2018
Q2 | $106K | Buy |
2,603
+4
| +0.2% | +$163 | 0.02% | 437 |
|
|
2018
Q1 | $108K | Buy |
+2,599
| New | +$108K | 0.02% | 430 |
|