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

TCI 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 Q4	–	Sell	-65	Closed	-$3K	–	1464
2018 Q3	$3K	Hold	65	–	–	﹤0.01%	902
2018 Q2	$3K	Hold	65	–	–	﹤0.01%	917
2018 Q1	$3K	Hold	65	–	–	﹤0.01%	833
2017 Q4	$3K	Hold	65	–	–	﹤0.01%	887
2017 Q3	$3K	Hold	65	–	–	﹤0.01%	830
2017 Q2	$3K	Buy	65 +33	+103%	+$1.31K	﹤0.01%	858
2017 Q1	$1K	Hold	32	–	–	﹤0.01%	1057
2016 Q4	$1K	Sell	32 -87	-73%	-$3.06K	﹤0.01%	1136
2016 Q3	$5K	Hold	119	–	–	﹤0.01%	717
2016 Q2	$4K	Sell	119 -325	-73%	-$15.3K	﹤0.01%	755
2016 Q1	$23K	Buy	444 +379	+583%	+$18.3K	0.01%	411
2015 Q4	$3K	Hold	65	–	–	﹤0.01%	785
2015 Q3	$3K	Hold	65	–	–	﹤0.01%	712
2015 Q2	$3K	Hold	65	–	–	﹤0.01%	719
2015 Q1	$3K	Hold	65	–	–	﹤0.01%	651
2014 Q4	$3K	Hold	65	–	–	﹤0.01%	643
2014 Q3	$3K	Hold	65	–	–	﹤0.01%	648
2014 Q2	$3K	Hold	65	–	–	﹤0.01%	674
2014 Q1	$3K	Hold	65	–	–	﹤0.01%	633
2013 Q4	$3K	Hold	65	–	–	﹤0.01%	637
2013 Q3	$3K	Hold	65	–	–	﹤0.01%	560
2013 Q2	$2K	Buy	+65	New	+$2.39K	﹤0.01%	568

Other funds holding CCEP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TCI Wealth Advisors's CCEP Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q4 2018, closing a stake of 65 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in CCEP in Q2 2013 and held it in 22 quarters. The position peaked at $23K in Q1 2016. 369 funds tracked by Wall St. Rank hold CCEP as of Q4 2018.

TCI Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 65 Coca-Cola Europacific Partners shares in Q4 2018, an estimated $3K.
TCI Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q2 2013 and held it in 22 quarters.
TCI Wealth Advisors's Coca-Cola Europacific Partners position peaked at $23K in Q1 2016.
369 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.