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United Capital Financial Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

United Capital Financial 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
2026
Q2 		$308K Buy
3,082
+434
+16% +$41.4K ﹤0.01% 1350
2026
Q1 		$240K Sell
2,648
-540
-17% -$51.9K ﹤0.01% 1470
2025
Q4 		$289K Buy
+3,188
New +$288K ﹤0.01% 1182
2018
Q1 		– Sell
-5,862
Closed -$234K – 1311
2017
Q4 		$234K Sell
5,862
-2,679
-31% -$107K ﹤0.01% 1189
2017
Q3 		$355K Buy
8,541
+2,263
+36% +$96K ﹤0.01% 1059
2017
Q2 		$255K Sell
6,278
-424
-6% -$16.8K ﹤0.01% 1128
2017
Q1 		$253K Sell
6,702
-1,218
-15% -$42.5K ﹤0.01% 1107
2016
Q4 		$249K Sell
7,920
-229
-3% -$8.07K ﹤0.01% 1109
2016
Q3 		$325K Buy
8,149
+1,945
+31% +$74.2K ﹤0.01% 1051
2016
Q2 		$223K Buy
+6,204
New +$292K ﹤0.01% 1142
2015
Q2 		– Sell
-5,839
Closed -$259K – 1256
2015
Q1 		$259K Sell
5,839
-68,023
-92% -$2.97M ﹤0.01% 1106
2014
Q4 		$3.27M Buy
73,862
+3,615
+5% +$156K 0.05% 360
2014
Q3 		$3.12M Sell
70,247
-5,870
-8% -$275K 0.05% 328
2014
Q2 		$3.64M Buy
76,117
+61,808
+432% +$2.85M 0.07% 286
2014
Q1 		$683K Buy
+14,309
New +$652K 0.01% 566

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

United Capital Financial Advisors's CCEP Position: Q2 2026 in Review

United Capital Financial Advisors increased its Coca-Cola Europacific Partners (CCEP) stake by 16% in Q2 2026, buying an estimated $41.4K and bringing the position to 3,082 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

United Capital Financial Advisors first reported a position in CCEP in Q1 2014 and has held it in 15 quarters since. The position peaked at $3.64M in Q2 2014. 581 funds tracked by Wall St. Rank hold CCEP as of Q2 2026.

  • United Capital Financial Advisors held 3,082 shares of Coca-Cola Europacific Partners worth $308K as of Q2 2026.
  • United Capital Financial Advisors bought 434 Coca-Cola Europacific Partners shares in Q2 2026, an estimated $41.4K.
  • Coca-Cola Europacific Partners made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1350 holding.
  • United Capital Financial Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2014 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Coca-Cola Europacific Partners position peaked at $3.64M in Q2 2014.
  • 581 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.