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 $5.7T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return