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

Waverly 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 		$1.3M Sell
14,297
-736
-5% -$70.7K 0.01% 753
2025
Q4 		$1.36M Buy
15,033
+2,997
+25% +$271K 0.01% 678
2025
Q3 		$1.09M Sell
12,036
-186
-2% -$17.3K 0.01% 618
2025
Q2 		$1.13M Buy
12,222
+332
+3% +$29.7K 0.01% 591
2025
Q1 		$1.03M Sell
11,890
-177
-1% -$14.4K 0.01% 596
2024
Q4 		$927K Sell
12,067
-2,797
-19% -$216K 0.01% 534
2024
Q3 		$1.17M Hold
14,864
– – 0.02% 422
2024
Q2 		$1.08M Buy
14,864
+8
+0.1% +$576 0.02% 425
2024
Q1 		$1.04M Buy
14,856
+151
+1% +$10.4K 0.02% 359
2023
Q4 		$981K Buy
14,705
+5
+0% +$306 0.04% 222
2023
Q3 		$918K Buy
+14,700
New +$935K 0.04% 206
2015
Q2 		– Sell
-186
Closed -$8K – 363
2015
Q1 		$8K Hold
186
– – ﹤0.01% 280
2014
Q4 		$8K Sell
186
-49
-21% -$2.11K ﹤0.01% 338
2014
Q3 		$10K Hold
235
– – 0.01% 475
2014
Q2 		$11K Hold
235
– – ﹤0.01% 422
2014
Q1 		$11K Sell
235
-198
-46% -$9.02K 0.01% 398
2013
Q4 		$19K Buy
433
+117
+37% +$4.89K 0.01% 463
2013
Q3 		$13K Buy
+316
New +$12K 0.01% 411

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

Waverly Advisors's CCEP Position: Q1 2026 in Review

Waverly Advisors reduced its Coca-Cola Europacific Partners (CCEP) stake by 4.9% in Q1 2026, selling an estimated $70.7K and leaving 14,297 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #753.

Waverly Advisors first reported a position in CCEP in Q3 2013 and has held it in 18 quarters since. The position peaked at $1.36M in Q4 2025. 574 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • Waverly Advisors held 14,297 shares of Coca-Cola Europacific Partners worth $1.3M as of Q1 2026.
  • Waverly Advisors sold 736 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $70.7K.
  • Coca-Cola Europacific Partners made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #753 holding.
  • Waverly Advisors first reported a position in Coca-Cola Europacific Partners in Q3 2013 and has held it in 18 quarters since.
  • Waverly Advisors's Coca-Cola Europacific Partners position peaked at $1.36M in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

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