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

Sheets Smith 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
2019 Q4	–	Sell	-7,662	Closed	-$425K	–	315
2019 Q3	$425K	Buy	7,662 +208	+3%	+$11.6K	0.09%	214
2019 Q2	$421K	Sell	7,454 -91	-1%	-$4.97K	0.09%	231
2019 Q1	$390K	Sell	7,545 -7	-0.1%	-$332	0.08%	234
2018 Q4	$346K	Buy	+7,552	New	+$350K	0.09%	205

Other funds holding CCEP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Sheets Smith Wealth Management's CCEP Position: Q4 2019 in Review

Sheets Smith Wealth Management sold out of Coca-Cola Europacific Partners (CCEP) in Q4 2019, closing a stake of 7,662 shares — an estimated $425K sold.

Sheets Smith Wealth Management first reported a position in CCEP in Q4 2018 and held it in 4 quarters. The position peaked at $425K in Q3 2019. 379 funds tracked by Wall St. Rank hold CCEP as of Q4 2019.

Sheets Smith Wealth Management reported no remaining Coca-Cola Europacific Partners position as of Q4 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 7,662 Coca-Cola Europacific Partners shares in Q4 2019, an estimated $425K.
Sheets Smith Wealth Management first reported a position in Coca-Cola Europacific Partners in Q4 2018 and held it in 4 quarters.
Sheets Smith Wealth Management's Coca-Cola Europacific Partners position peaked at $425K in Q3 2019.
379 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2019, filed 24 Jan 2020.