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

Principia Wealth Advisory’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 		$1.73K Hold
17
– – ﹤0.01% 640
2026
Q2 		$1.7K Buy
17
+6
+55% +$572 ﹤0.01% 627
2026
Q1 		$997 Sell
11
-2
-15% -$192 ﹤0.01% 710
2025
Q4 		$1.18K Sell
13
-2
-13% -$181 ﹤0.01% 621
2025
Q3 		$1.36K Buy
15
+8
+114% +$742 ﹤0.01% 537
2025
Q2 		$649 Buy
+7
New +$627 ﹤0.01% 679

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

Principia Wealth Advisory's CCEP Position: Q3 2026 in Review

Principia Wealth Advisory held its Coca-Cola Europacific Partners (CCEP) position steady in Q3 2026 at 17 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Principia Wealth Advisory first reported a position in CCEP in Q2 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold CCEP as of Q3 2026.

  • Principia Wealth Advisory held 17 shares of Coca-Cola Europacific Partners worth $1.73K as of Q3 2026.
  • Principia Wealth Advisory left its Coca-Cola Europacific Partners share count unchanged in Q3 2026.
  • Coca-Cola Europacific Partners made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #640 holding.
  • Principia Wealth Advisory first reported a position in Coca-Cola Europacific Partners in Q2 2025 and has held it in 6 quarters since.
  • 483 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.