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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
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 $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's CCEP Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Coca-Cola Europacific Partners (CCEP) stake by 17% in Q1 2026, selling an estimated $51.9K and leaving 2,648 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

United Capital Financial Advisors first reported a position in CCEP in Q1 2014 and has held it in 14 quarters since. The position peaked at $3.64M in Q2 2014. 574 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • United Capital Financial Advisors held 2,648 shares of Coca-Cola Europacific Partners worth $240K as of Q1 2026.
  • United Capital Financial Advisors sold 540 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $51.9K.
  • Coca-Cola Europacific Partners made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1470 holding.
  • United Capital Financial Advisors first reported a position in Coca-Cola Europacific Partners in Q1 2014 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Coca-Cola Europacific Partners position peaked at $3.64M in Q2 2014.
  • 574 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.