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

Valeo 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
2021 Q2	–	Sell	-33	Closed	-$2K	–	721
2021 Q1	$2K	Buy	+33	New	+$1.68K	﹤0.01%	1778
2020 Q2	–	Sell	-78	Closed	-$3K	–	2041
2020 Q1	$3K	Hold	78	–	–	﹤0.01%	1404
2019 Q4	$4K	Hold	78	–	–	﹤0.01%	1330
2019 Q3	$4K	Hold	78	–	–	﹤0.01%	1233
2019 Q2	$4K	Buy	+78	New	+$4.26K	﹤0.01%	1248
2018 Q2	–	Sell	-404	Closed	-$17K	–	1627
2018 Q1	$17K	Buy	404 +41	+11%	+$1.62K	﹤0.01%	751
2017 Q4	$14K	Hold	363	–	–	﹤0.01%	745
2017 Q3	$15K	Buy	+363	New	+$15.4K	﹤0.01%	610

Other funds holding CCEP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HIP

Hengistbury Investment Partners London, United Kingdom $311M AUM 13.61% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's CCEP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2021, closing a stake of 33 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in CCEP in Q3 2017 and held it in 8 quarters. The position peaked at $17K in Q1 2018. 372 funds tracked by Wall St. Rank hold CCEP as of Q2 2021.

Valeo Financial Advisors reported no remaining Coca-Cola Europacific Partners position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 33 Coca-Cola Europacific Partners shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Coca-Cola Europacific Partners in Q3 2017 and held it in 8 quarters.
Valeo Financial Advisors's Coca-Cola Europacific Partners position peaked at $17K in Q1 2018.
372 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.