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

Transform 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 Q1	$12.8M	Buy	146,990 +8,299	+6%	+$677K	0.77%	39
2024 Q4	$10.7M	Buy	138,691 +9,864	+8%	+$762K	0.59%	47
2024 Q3	$10.1M	Buy	128,827 +12,143	+10%	+$931K	0.67%	43
2024 Q2	$8.5M	Buy	116,684 +3,961	+4%	+$285K	0.64%	44
2024 Q1	$7.88M	Buy	+112,723	New	+$7.74M	0.75%	51
2020 Q1	–	Sell	-4,800	Closed	-$244K	–	211
2019 Q4	$244K	Sell	4,800 -4,000	-45%	-$211K	0.04%	204
2019 Q3	$488K	Hold	8,800	–	–	0.09%	150
2019 Q2	$497K	Sell	8,800 -14,100	-62%	-$770K	0.07%	171
2019 Q1	$1.18M	Sell	22,900 -6,800	-23%	-$323K	0.22%	106
2018 Q4	$1.36M	Buy	29,700 +2,300	+8%	+$106K	0.28%	101
2018 Q3	$1.25M	Buy	27,400 +16,700	+156%	+$711K	0.22%	113
2018 Q2	$434K	Buy	+10,700	New	+$422K	0.08%	163

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Transform Wealth's CCEP Position: Q1 2025 in Review

Transform Wealth increased its Coca-Cola Europacific Partners (CCEP) stake by 6% in Q1 2025, buying an estimated $677K and bringing the position to 146,990 shares worth $12.8M. The position accounts for 0.77% of the portfolio, ranked #39.

Transform Wealth first reported a position in CCEP in Q2 2018 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold CCEP as of Q1 2025.

Transform Wealth held 146,990 shares of Coca-Cola Europacific Partners worth $12.8M as of Q1 2025.
Transform Wealth bought 8,299 Coca-Cola Europacific Partners shares in Q1 2025, an estimated $677K.
Coca-Cola Europacific Partners made up 0.77% of Transform Wealth's portfolio in Q1 2025, its #39 holding.
Transform Wealth first reported a position in Coca-Cola Europacific Partners in Q2 2018 and has held it in 12 quarters since.
565 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.