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

Root Financial Partners’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 		– Sell
-214
Closed -$19.4K – 880
2026
Q1 		$19.4K Sell
214
-19
-8% -$1.82K ﹤0.01% 1336
2025
Q4 		$21.1K Buy
233
+1
+0.4% +$90 ﹤0.01% 1160
2025
Q3 		$21K Buy
+232
New +$21.5K ﹤0.01% 1098

Other funds holding CCEP

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Root Financial Partners's CCEP Position: Q2 2026 in Review

Root Financial Partners sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2026, closing a stake of 214 shares — an estimated $19.4K sold.

Root Financial Partners first reported a position in CCEP in Q3 2025 and held it in 3 quarters. The position peaked at $21.1K in Q4 2025. 165 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.

  • Root Financial Partners reported no remaining Coca-Cola Europacific Partners position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 214 Coca-Cola Europacific Partners shares in Q2 2026, an estimated $19.4K.
  • Root Financial Partners first reported a position in Coca-Cola Europacific Partners in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Coca-Cola Europacific Partners position peaked at $21.1K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.