Richardson Financial Services’s Coca-Cola Europacific Partners CCEP Stock Holding History

Richardson Financial 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
2025 Q2	–	Sell	-300	Closed	-$26.1K	–	618
2025 Q1	$26.1K	Buy	300 +2	+0.7%	+$163	0.02%	304
2024 Q4	$22.7K	Sell	298 -8	-3%	-$618	0.02%	328
2024 Q3	$22.3K	Hold	306	–	–	0.01%	334
2024 Q2	$22.3K	Hold	306	–	–	0.02%	314
2024 Q1	$21.4K	Sell	306 -1	-0.3%	-$69	0.02%	340
2023 Q4	$20.5K	Buy	+307	New	+$18.8K	0.02%	276

Other funds holding CCEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richardson Financial Services's CCEP Position: Q2 2025 in Review

Richardson Financial Services sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2025, closing a stake of 300 shares — an estimated $26.1K sold.

Richardson Financial Services first reported a position in CCEP in Q4 2023 and held it in 6 quarters. The position peaked at $26.1K in Q1 2025. 544 funds tracked by Wall St. Rank hold CCEP as of Q2 2025.

Richardson Financial Services reported no remaining Coca-Cola Europacific Partners position as of Q2 2025 after selling out during the quarter.
Richardson Financial Services sold 300 Coca-Cola Europacific Partners shares in Q2 2025, an estimated $26.1K.
Richardson Financial Services first reported a position in Coca-Cola Europacific Partners in Q4 2023 and held it in 6 quarters.
Richardson Financial Services's Coca-Cola Europacific Partners position peaked at $26.1K in Q1 2025.
544 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2025.

Based on Richardson Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.