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

Sugarloaf 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
2024 Q4	$14.5K	Sell	189 -127	-40%	-$9.81K	﹤0.01%	446
2024 Q3	$24.9K	Buy	316 +127	+67%	+$9.74K	﹤0.01%	386
2024 Q2	$13.8K	Hold	189	–	–	﹤0.01%	448
2024 Q1	$13.2K	Hold	189	–	–	﹤0.01%	458
2023 Q4	$12.6K	Hold	189	–	–	﹤0.01%	463
2023 Q3	$11.8K	Hold	189	–	–	﹤0.01%	448
2023 Q2	$12.2K	Hold	189	–	–	﹤0.01%	450
2023 Q1	$11.2K	Hold	189	–	–	﹤0.01%	458
2022 Q4	$10.5K	Hold	189	–	–	﹤0.01%	491
2022 Q3	$9K	Hold	189	–	–	﹤0.01%	534
2022 Q2	$10K	Buy	+189	New	+$9.67K	﹤0.01%	524
2022 Q1	–	Sell	-189	Closed	-$11K	–	719
2021 Q4	$11K	Hold	189	–	–	﹤0.01%	495
2021 Q3	$10K	Hold	189	–	–	﹤0.01%	519
2021 Q2	$11K	Hold	189	–	–	﹤0.01%	481
2021 Q1	$10	Hold	189	–	–	﹤0.01%	493
2020 Q4	$9K	Hold	189	–	–	﹤0.01%	482
2020 Q3	$7K	Hold	189	–	–	﹤0.01%	481
2020 Q2	$7K	Hold	189	–	–	﹤0.01%	478
2020 Q1	$7K	Hold	189	–	–	﹤0.01%	474
2019 Q4	$10K	Buy	+189	New	+$9.96K	﹤0.01%	463

Other funds holding CCEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's CCEP Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Coca-Cola Europacific Partners (CCEP) stake by 40% in Q4 2024, selling an estimated $9.81K and leaving 189 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Sugarloaf Wealth Management first reported a position in CCEP in Q4 2019 and has held it in 20 quarters since. The position peaked at $24.9K in Q3 2024. 534 funds tracked by Wall St. Rank hold CCEP as of Q4 2024.

Sugarloaf Wealth Management held 189 shares of Coca-Cola Europacific Partners worth $14.5K as of Q4 2024.
Sugarloaf Wealth Management sold 127 Coca-Cola Europacific Partners shares in Q4 2024, an estimated $9.81K.
Coca-Cola Europacific Partners made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #446 holding.
Sugarloaf Wealth Management first reported a position in Coca-Cola Europacific Partners in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Coca-Cola Europacific Partners position peaked at $24.9K in Q3 2024.
534 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.