Summit Financial Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Summit Financial Wealth Advisors’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
2018 Q3	–	Sell	-36,026	Closed	-$1.5M	–	146
2018 Q2	$1.5M	Hold	36,026	–	–	0.5%	53
2018 Q1	$1.5M	Hold	36,026	–	–	0.49%	53
2017 Q4	$1.44M	Buy	+36,026	New	+$1.44M	0.49%	54
2015 Q1	–	Sell	-111	Closed	-$5K	–	231
2014 Q4	$5K	Buy	+111	New	+$4.79K	﹤0.01%	220

Other funds holding CCEP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Summit Financial Wealth Advisors's CCEP Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2018, closing a stake of 36,026 shares — an estimated $1.5M sold.

Summit Financial Wealth Advisors first reported a position in CCEP in Q4 2014 and held it in 4 quarters. The position peaked at $1.5M in Q2 2018. 352 funds tracked by Wall St. Rank hold CCEP as of Q3 2018.

Summit Financial Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q3 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 36,026 Coca-Cola Europacific Partners shares in Q3 2018, an estimated $1.5M.
Summit Financial Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2014 and held it in 4 quarters.
Summit Financial Wealth Advisors's Coca-Cola Europacific Partners position peaked at $1.5M in Q2 2018.
352 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.