The Family Firm’s Coca-Cola Europacific Partners CCEP Stock Holding History

The Family Firm’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 Q3	–	Sell	-767	Closed	-$55.9K	–	302
2024 Q2	$55.9K	Buy	+767	New	+$55.2K	0.01%	380

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

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

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

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

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

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

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

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

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

The Family Firm's CCEP Position: Q3 2024 in Review

The Family Firm sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2024, closing a stake of 767 shares — an estimated $55.9K sold.

The Family Firm first reported a position in CCEP in Q2 2024 and held it in 1 quarter. The position peaked at $55.9K in Q2 2024. 527 funds tracked by Wall St. Rank hold CCEP as of Q3 2024.

The Family Firm reported no remaining Coca-Cola Europacific Partners position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 767 Coca-Cola Europacific Partners shares in Q3 2024, an estimated $55.9K.
The Family Firm first reported a position in Coca-Cola Europacific Partners in Q2 2024 and held it in 1 quarter.
The Family Firm's Coca-Cola Europacific Partners position peaked at $55.9K in Q2 2024.
527 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.