Root Financial Partners
CCEP icon

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
Q3 		$30.2K Buy
+297
New +$31.5K ﹤0.01% 1338
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

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

Root Financial Partners's CCEP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Coca-Cola Europacific Partners (CCEP) in Q3 2026: 297 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CCEP as recently as Q1 2026.

Root Financial Partners first reported a position in CCEP in Q3 2025 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold CCEP as of Q3 2026.

  • Root Financial Partners held 297 shares of Coca-Cola Europacific Partners worth $30.2K as of Q3 2026.
  • Coca-Cola Europacific Partners was a new Root Financial Partners position in Q3 2026.
  • Coca-Cola Europacific Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1338 holding.
  • Root Financial Partners first reported a position in Coca-Cola Europacific Partners in Q3 2025 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.