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Shikiar Asset Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

Shikiar Asset 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
2017
Q4 		– Sell
-5,000
Closed -$208K – 91
2017
Q3 		$208K Hold
5,000
– – 0.09% 101
2017
Q2 		$203K Buy
+5,000
New +$198K 0.09% 105

Other funds holding CCEP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Shikiar Asset Management's CCEP Position: Q4 2017 in Review

Shikiar Asset Management sold out of Coca-Cola Europacific Partners (CCEP) in Q4 2017, closing a stake of 5,000 shares — an estimated $208K sold.

Shikiar Asset Management first reported a position in CCEP in Q2 2017 and held it in 2 quarters. The position peaked at $208K in Q3 2017. 307 funds tracked by Wall St. Rank hold CCEP as of Q4 2017.

  • Shikiar Asset Management reported no remaining Coca-Cola Europacific Partners position as of Q4 2017 after selling out during the quarter.
  • Shikiar Asset Management sold 5,000 Coca-Cola Europacific Partners shares in Q4 2017, an estimated $208K.
  • Shikiar Asset Management first reported a position in Coca-Cola Europacific Partners in Q2 2017 and held it in 2 quarters.
  • Shikiar Asset Management's Coca-Cola Europacific Partners position peaked at $208K in Q3 2017.
  • 307 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2017.

Based on Shikiar Asset Management's 13F filing for Q4 2017, filed 26 Jan 2018.