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

SVB 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
2025 Q2	–	Sell	-1,253	Closed	-$109K	–	714
2025 Q1	$109K	Sell	1,253 -1,659	-57%	-$135K	﹤0.01%	392
2024 Q4	$224K	Buy	+2,912	New	+$225K	﹤0.01%	651
2017 Q3	–	Sell	-5,410	Closed	-$220K	–	469
2017 Q2	$220K	Hold	5,410	–	–	0.01%	445
2017 Q1	$204K	Sell	5,410 -1,350	-20%	-$47.1K	0.01%	456
2016 Q4	$212K	Sell	6,760 -5,855	-46%	-$206K	0.01%	460
2016 Q3	$503K	Sell	12,615 -11,320	-47%	-$432K	0.02%	338
2016 Q2	$854K	Sell	23,935 -12,627	-35%	-$595K	0.03%	271
2016 Q1	$1.85M	Sell	36,562 -8,420	-19%	-$406K	0.08%	199
2015 Q4	$2.21M	Sell	44,982 -10,190	-18%	-$513K	0.09%	194
2015 Q3	$2.67M	Sell	55,172 -24,019	-30%	-$1.17M	0.1%	179
2015 Q2	$3.44M	Sell	79,191 -65,613	-45%	-$2.94M	0.11%	170
2015 Q1	$6.4M	Sell	144,804 -24,765	-15%	-$1.08M	0.21%	124
2014 Q4	$7.5M	Buy	+169,569	New	+$7.31M	0.24%	107

Other funds holding CCEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's CCEP Position: Q2 2025 in Review

SVB Wealth sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2025, closing a stake of 1,253 shares — an estimated $109K sold.

SVB Wealth first reported a position in CCEP in Q4 2014 and held it in 13 quarters. The position peaked at $7.5M in Q4 2014. 545 funds tracked by Wall St. Rank hold CCEP as of Q2 2025.

SVB Wealth reported no remaining Coca-Cola Europacific Partners position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,253 Coca-Cola Europacific Partners shares in Q2 2025, an estimated $109K.
SVB Wealth first reported a position in Coca-Cola Europacific Partners in Q4 2014 and held it in 13 quarters.
SVB Wealth's Coca-Cola Europacific Partners position peaked at $7.5M in Q4 2014.
545 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.