Wealthcare Advisory Partners’s Coca-Cola Europacific Partners CCEP Stock Holding History

Wealthcare Advisory Partners’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	-147	Closed	-$8K	–	749
2021 Q1	$8K	Buy	+147	New	+$7.47K	﹤0.01%	1515
2020 Q2	–	Sell	-100	Closed	-$4K	–	463
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	1142
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	1095
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	1021
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	1012
2019 Q1	$5K	Buy	+100	New	+$4.75K	﹤0.01%	955

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

Wealthcare Advisory Partners's CCEP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2021, closing a stake of 147 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in CCEP in Q1 2019 and held it in 6 quarters. The position peaked at $8K in Q1 2021. 372 funds tracked by Wall St. Rank hold CCEP as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Coca-Cola Europacific Partners position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 147 Coca-Cola Europacific Partners shares in Q2 2021, an estimated $8K.
Wealthcare Advisory Partners first reported a position in Coca-Cola Europacific Partners in Q1 2019 and held it in 6 quarters.
Wealthcare Advisory Partners's Coca-Cola Europacific Partners position peaked at $8K in Q1 2021.
372 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.