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Realta Investment Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-169
Closed -$8K – 458
2019
Q4 		$8K Sell
169
-73
-30% -$3.85K ﹤0.01% 1185
2019
Q3 		$13K Hold
242
– – ﹤0.01% 1044
2019
Q2 		$13K Sell
242
-2,315
-91% -$126K ﹤0.01% 1061
2019
Q1 		$133K Buy
+2,557
New +$121K 0.06% 343

Other funds holding CCEP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Realta Investment Advisors's CCEP Position: Q1 2020 in Review

Realta Investment Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2020, closing a stake of 169 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in CCEP in Q1 2019 and held it in 4 quarters. The position peaked at $133K in Q1 2019. 362 funds tracked by Wall St. Rank hold CCEP as of Q1 2020.

  • Realta Investment Advisors reported no remaining Coca-Cola Europacific Partners position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 169 Coca-Cola Europacific Partners shares in Q1 2020, an estimated $8K.
  • Realta Investment Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Coca-Cola Europacific Partners position peaked at $133K in Q1 2019.
  • 362 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.