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WealthPLAN Partners’s Coca-Cola Europacific Partners CCEP Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-417
Closed -$26.9K – 429
2023
Q2 		$26.9K Hold
417
– – ﹤0.01% 625
2023
Q1 		$24.7K Buy
+417
New +$23.3K ﹤0.01% 686

Other funds holding CCEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

WealthPLAN Partners's CCEP Position: Q3 2023 in Review

WealthPLAN Partners sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2023, closing a stake of 417 shares — an estimated $26.9K sold.

WealthPLAN Partners first reported a position in CCEP in Q1 2023 and held it in 2 quarters. The position peaked at $26.9K in Q2 2023. 446 funds tracked by Wall St. Rank hold CCEP as of Q3 2023.

  • WealthPLAN Partners reported no remaining Coca-Cola Europacific Partners position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 417 Coca-Cola Europacific Partners shares in Q3 2023, an estimated $26.9K.
  • WealthPLAN Partners first reported a position in Coca-Cola Europacific Partners in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Coca-Cola Europacific Partners position peaked at $26.9K in Q2 2023.
  • 446 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.