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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$315K Sell
3,619
-23
-0.6% -$1.88K 0.03% 463
2024
Q4
$280K Sell
3,642
-4,356
-54% -$336K 0.02% 508
2024
Q3
$630K Sell
7,998
-1,798
-18% -$138K 0.05% 350
2024
Q2
$714K Buy
9,796
+194
+2% +$14K 0.05% 303
2024
Q1
$672K Sell
9,602
-1,350
-12% -$92.7K 0.05% 327
2023
Q4
$731K Sell
10,952
-411
-4% -$25.1K 0.06% 283
2023
Q3
$710K Sell
11,363
-143
-1% -$9.1K 0.07% 277
2023
Q2
$741K Sell
11,506
-408
-3% -$25.9K 0.07% 303
2023
Q1
$704K Buy
11,914
+5,624
+89% +$314K 0.07% 327
2022
Q4
$347K Buy
6,290
+74
+1% +$3.71K 0.03% 591
2022
Q3
$265K Sell
6,216
-1,923
-24% -$96.6K 0.03% 746
2022
Q2
$420K Sell
8,139
-212
-3% -$10.9K 0.04% 583
2022
Q1
$406K Buy
8,351
+736
+10% +$39.4K 0.04% 594
2021
Q4
$426K Buy
+7,615
New +$411K 0.04% 563

Other funds holding CCEP

Schechter Investment Advisors's CCEP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Coca-Cola Europacific Partners (CCEP) stake by 0.63% in Q1 2025, selling an estimated $1.88K and leaving 3,619 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #463.

Schechter Investment Advisors first reported a position in CCEP in Q4 2021 and has held it in 14 quarters since. The position peaked at $741K in Q2 2023. 564 funds tracked by Wall St. Rank hold CCEP as of Q1 2025.

  • Schechter Investment Advisors held 3,619 shares of Coca-Cola Europacific Partners worth $315K as of Q1 2025.
  • Schechter Investment Advisors sold 23 Coca-Cola Europacific Partners shares in Q1 2025, an estimated $1.88K.
  • Coca-Cola Europacific Partners made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #463 holding.
  • Schechter Investment Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Coca-Cola Europacific Partners position peaked at $741K in Q2 2023.
  • 564 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.