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SWA
SOA Wealth Advisors’s
Coca-Cola Europacific Partners
CCEP
Stock Holding History
SOA Wealth Advisors’s Portfolio
CCEP Stock Details
CCEP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$53.7K
Hold
593
–
–
0.01%
352
2025
Q4
$53.7K
Buy
593
+9
+2%
+$813
0.01%
360
2025
Q3
$52.8K
Hold
584
–
–
0.01%
371
2025
Q2
$54.1K
Buy
584
+6
+1%
+$537
0.01%
358
2025
Q1
$50.3K
Hold
578
–
–
0.01%
344
2024
Q4
$44.4K
Buy
578
+10
+2%
+$772
0.01%
343
2024
Q3
$44.7K
Hold
568
–
–
0.01%
336
2024
Q2
$41.4K
Buy
568
+6
+1%
+$432
0.01%
336
2024
Q1
$39.3K
Hold
562
–
–
0.01%
338
2023
Q4
$37.5K
Buy
562
+11
+2%
+$673
0.01%
328
2023
Q3
$34.4K
Hold
551
–
–
0.01%
333
2023
Q2
$35.5K
Buy
551
+6
+1%
+$381
0.01%
334
2023
Q1
$32.2K
Hold
545
–
–
0.01%
342
2022
Q4
$30.1K
Buy
545
+12
+2%
+$602
0.01%
345
2022
Q3
$22K
Hold
533
–
–
0.01%
364
2022
Q2
$27K
Buy
533
+6
+1%
+$307
0.01%
340
2022
Q1
$25K
Hold
527
–
–
0.01%
416
2021
Q4
$29K
Buy
527
+15
+3%
+$809
0.01%
379
2021
Q3
$28K
Hold
512
–
–
0.01%
392
2021
Q2
$30K
Hold
512
–
–
0.01%
387
2021
Q1
$26K
Hold
512
–
–
0.01%
352
2020
Q4
$26K
Buy
+512
New
+$21.6K
0.01%
351
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1-Year Est. Return
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1-Year Est. Return
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$95.5B AUM
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1-Year Est. Return
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$74.2B AUM
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1-Year Est. Return
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$298B AUM
21.96%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$129B AUM
30.83%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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