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Pinnacle Wealth Planning Services’s Coca-Cola Europacific Partners CCEP Stock Holding History

Pinnacle Wealth Planning Services’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 		$97.1K Buy
1,071
+37
+4% +$3.55K 0.01% 817
2025
Q4 		$93.8K Buy
+1,034
New +$93.4K 0.01% 815
2021
Q1 		– Sell
-325
Closed -$16K – 620
2020
Q4 		$16K Buy
+325
New +$13.7K ﹤0.01% 1228

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

Pinnacle Wealth Planning Services's CCEP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Coca-Cola Europacific Partners (CCEP) stake by 3.6% in Q1 2026, buying an estimated $3.55K and bringing the position to 1,071 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #817.

Pinnacle Wealth Planning Services first reported a position in CCEP in Q4 2020 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,071 shares of Coca-Cola Europacific Partners worth $97.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 37 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $3.55K.
  • Coca-Cola Europacific Partners made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #817 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coca-Cola Europacific Partners in Q4 2020 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.