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NewEdge Wealth’s Coca-Cola Europacific Partners CCEP Stock Holding History

NewEdge Wealth’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 		$384K Sell
4,232
-1,318
-24% -$127K ﹤0.01% 896
2025
Q4 		$503K Buy
5,550
+883
+19% +$79.8K 0.01% 837
2025
Q3 		$412K Buy
4,667
+108
+2% +$10K 0.01% 800
2025
Q2 		$425K Buy
4,559
+574
+14% +$51.4K 0.01% 749
2025
Q1 		$347K Sell
3,985
-20
-0.5% -$1.63K 0.01% 741
2024
Q4 		$308K Sell
4,005
-528
-12% -$40.8K 0.01% 756
2024
Q3 		$357K Buy
4,533
+309
+7% +$23.7K 0.01% 688
2024
Q2 		$308K Sell
4,224
-540
-11% -$38.9K 0.01% 638
2024
Q1 		$341K Sell
4,764
-261
-5% -$17.9K 0.01% 638
2023
Q4 		$335K Sell
5,025
-1,275
-20% -$78K 0.01% 594
2023
Q3 		$394K Hold
6,300
– – 0.01% 492
2023
Q2 		$406K Sell
6,300
-870
-12% -$55.2K 0.01% 490
2023
Q1 		$424K Sell
7,170
-11
-0.2% -$615 0.02% 438
2022
Q4 		$397K Sell
7,181
-667
-8% -$33.5K 0.02% 399
2022
Q3 		$334K Sell
7,848
-228
-3% -$11.5K 0.02% 406
2022
Q2 		$417K Buy
8,076
+270
+3% +$13.8K 0.02% 416
2022
Q1 		$379K Buy
+7,806
New +$418K 0.02% 334

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B 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

NewEdge Wealth's CCEP Position: Q1 2026 in Review

NewEdge Wealth reduced its Coca-Cola Europacific Partners (CCEP) stake by 24% in Q1 2026, selling an estimated $127K and leaving 4,232 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

NewEdge Wealth first reported a position in CCEP in Q1 2022 and has held it in 17 quarters since. The position peaked at $503K in Q4 2025. 574 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • NewEdge Wealth held 4,232 shares of Coca-Cola Europacific Partners worth $384K as of Q1 2026.
  • NewEdge Wealth sold 1,318 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $127K.
  • Coca-Cola Europacific Partners made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #896 holding.
  • NewEdge Wealth first reported a position in Coca-Cola Europacific Partners in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Coca-Cola Europacific Partners position peaked at $503K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.