Plante Moran Financial Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Plante Moran Financial 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
2019 Q4	–	Sell	-275	Closed	-$15K	–	765
2019 Q3	$15K	Buy	+275	New	+$15.4K	﹤0.01%	539
2018 Q2	–	Sell	-1,265	Closed	-$53K	–	833
2018 Q1	$53K	Buy	1,265 +1,143	+937%	+$45.1K	0.03%	333
2017 Q4	$5K	Hold	122	–	–	﹤0.01%	697
2017 Q3	$5K	Sell	122 -100	-45%	-$4.24K	﹤0.01%	647
2017 Q2	$9K	Hold	222	–	–	0.01%	568
2017 Q1	$8K	Buy	+222	New	+$7.75K	﹤0.01%	608

Other funds holding CCEP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Plante Moran Financial Advisors's CCEP Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q4 2019, closing a stake of 275 shares — an estimated $15K sold.

Plante Moran Financial Advisors first reported a position in CCEP in Q1 2017 and held it in 6 quarters. The position peaked at $53K in Q1 2018. 379 funds tracked by Wall St. Rank hold CCEP as of Q4 2019.

Plante Moran Financial Advisors reported no remaining Coca-Cola Europacific Partners position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 275 Coca-Cola Europacific Partners shares in Q4 2019, an estimated $15K.
Plante Moran Financial Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2017 and held it in 6 quarters.
Plante Moran Financial Advisors's Coca-Cola Europacific Partners position peaked at $53K in Q1 2018.
379 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.