Selective Wealth Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-112	Closed	-$5K	–	207
2022 Q3	$5K	Hold	112	–	–	﹤0.01%	584
2022 Q2	$6K	Hold	112	–	–	﹤0.01%	604
2022 Q1	$5K	Hold	112	–	–	﹤0.01%	595
2021 Q4	$6K	Hold	112	–	–	﹤0.01%	528
2021 Q3	$6K	Hold	112	–	–	﹤0.01%	469
2021 Q2	$7K	Hold	112	–	–	0.01%	382
2021 Q1	$6K	Hold	112	–	–	0.01%	291
2020 Q4	$6K	Hold	112	–	–	﹤0.01%	276
2020 Q3	$4K	Sell	112 -49	-30%	-$2.01K	﹤0.01%	250
2020 Q2	$6K	Buy	161 +112	+229%	+$4.39K	0.01%	277
2020 Q1	$2K	Hold	49	–	–	﹤0.01%	272
2019 Q4	$2K	Hold	49	–	–	﹤0.01%	281
2019 Q3	$3K	Buy	+49	New	+$2.74K	﹤0.01%	259

Other funds holding CCEP

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Selective Wealth Management's CCEP Position: Q4 2022 in Review

Selective Wealth Management sold out of Coca-Cola Europacific Partners (CCEP) in Q4 2022, closing a stake of 112 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in CCEP in Q3 2019 and held it in 13 quarters. The position peaked at $7K in Q2 2021. 393 funds tracked by Wall St. Rank hold CCEP as of Q4 2022.

Selective Wealth Management reported no remaining Coca-Cola Europacific Partners position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 112 Coca-Cola Europacific Partners shares in Q4 2022, an estimated $5K.
Selective Wealth Management first reported a position in Coca-Cola Europacific Partners in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Coca-Cola Europacific Partners position peaked at $7K in Q2 2021.
393 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.