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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
Q2 		$111K Buy
1,111
+40
+4% +$3.81K 0.01% 809
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 $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Pinnacle Wealth Planning Services's CCEP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Coca-Cola Europacific Partners (CCEP) stake by 3.7% in Q2 2026, buying an estimated $3.81K and bringing the position to 1,111 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #809.

Pinnacle Wealth Planning Services first reported a position in CCEP in Q4 2020 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,111 shares of Coca-Cola Europacific Partners worth $111K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 40 Coca-Cola Europacific Partners shares in Q2 2026, an estimated $3.81K.
  • Coca-Cola Europacific Partners made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #809 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coca-Cola Europacific Partners in Q4 2020 and has held it in 4 quarters since.
  • 579 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.