Steward Partners Investment Advisory’s Coca-Cola Europacific Partners CCEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $881K | Buy |
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|
2025
Q2 | $664K | Buy |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | $171K | Sell |
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|
2022
Q4 | $160K | Buy |
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|
2022
Q3 | $123K | Hold |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $140K | Hold |
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|
2021
Q4 | $161K | Sell |
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|
2021
Q3 | $162K | Sell |
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|
2021
Q2 | $175K | Sell |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q4 | $149K | Buy |
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|
2020
Q3 | $115K | Sell |
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|
2020
Q2 | $120K | Sell |
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|
2020
Q1 | $125K | Sell |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $312K | Buy |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $219K | Buy |
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|
2018
Q3 | $183K | Buy |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $54K | Buy |
|