SIAG
CCEP icon

Safeguard Investment Advisory Group’s Coca-Cola Europacific Partners CCEP Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-924
Closed -$46K – 178
2020
Q4 		$46K Buy
+924
New +$39K 0.04% 211

Other funds holding CCEP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HIP
Hengistbury Investment Partners London, United Kingdom $240M AUM 17.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Safeguard Investment Advisory Group's CCEP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2021, closing a stake of 924 shares — an estimated $46K sold.

Safeguard Investment Advisory Group first reported a position in CCEP in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 343 funds tracked by Wall St. Rank hold CCEP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Coca-Cola Europacific Partners position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 924 Coca-Cola Europacific Partners shares in Q1 2021, an estimated $46K.
  • Safeguard Investment Advisory Group first reported a position in Coca-Cola Europacific Partners in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Coca-Cola Europacific Partners position peaked at $46K in Q4 2020.
  • 343 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.