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

Simplicity Wealth’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
2026
Q1 		– Sell
-3,177
Closed -$288K – 758
2025
Q4 		$288K Sell
3,177
-64
-2% -$5.78K 0.02% 567
2025
Q3 		$293K Buy
+3,241
New +$301K 0.02% 574
2024
Q3 		– Sell
-9,726
Closed -$709K – 591
2024
Q2 		$709K Sell
9,726
-52
-0.5% -$3.74K 0.02% 632
2024
Q1 		$684K Buy
+9,778
New +$672K 0.02% 627

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's CCEP Position: Q1 2026 in Review

Simplicity Wealth sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2026, closing a stake of 3,177 shares — an estimated $288K sold.

Simplicity Wealth first reported a position in CCEP in Q1 2024 and held it in 4 quarters. The position peaked at $709K in Q2 2024. 574 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • Simplicity Wealth reported no remaining Coca-Cola Europacific Partners position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 3,177 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $288K.
  • Simplicity Wealth first reported a position in Coca-Cola Europacific Partners in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Coca-Cola Europacific Partners position peaked at $709K in Q2 2024.
  • 574 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.