NAAA
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New Age Alpha Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

New Age Alpha 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 		$300K Buy
3,304
+263
+9% +$25.3K 0.01% 573
2025
Q4 		$276K Sell
3,041
-37
-1% -$3.34K 0.01% 562
2025
Q3 		$278K Sell
3,078
-84
-3% -$7.79K 0.01% 572
2025
Q2 		$293K Sell
3,162
-1,746
-36% -$156K 0.01% 555
2025
Q1 		$427K Sell
4,908
-893
-15% -$72.8K 0.02% 529
2024
Q4 		$446K Buy
+5,801
New +$448K 0.02% 542

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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