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

Physician Wealth 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
Q3 		$17.4K Buy
171
+22
+15% +$2.33K ﹤0.01% 734
2026
Q2 		$14.9K Buy
149
+11
+8% +$1.05K ﹤0.01% 766
2026
Q1 		$12.5K Buy
138
+7
+5% +$672 ﹤0.01% 738
2025
Q4 		$11.9K Hold
131
– – ﹤0.01% 722
2025
Q3 		$11.8K Sell
131
-12
-8% -$1.11K ﹤0.01% 715
2025
Q2 		$13.3K Buy
143
+12
+9% +$1.08K ﹤0.01% 598
2025
Q1 		$11.4K Hold
131
– – ﹤0.01% 596
2024
Q4 		$10.1K Buy
+131
New +$10.1K ﹤0.01% 629

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Physician Wealth Advisors's CCEP Position: Q3 2026 in Review

Physician Wealth Advisors increased its Coca-Cola Europacific Partners (CCEP) stake by 15% in Q3 2026, buying an estimated $2.33K and bringing the position to 171 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Physician Wealth Advisors first reported a position in CCEP in Q4 2024 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold CCEP as of Q3 2026.

  • Physician Wealth Advisors held 171 shares of Coca-Cola Europacific Partners worth $17.4K as of Q3 2026.
  • Physician Wealth Advisors bought 22 Coca-Cola Europacific Partners shares in Q3 2026, an estimated $2.33K.
  • Coca-Cola Europacific Partners made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #734 holding.
  • Physician Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2024 and has held it in 8 quarters since.
  • 483 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.