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

West 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 		– Sell
-24
Closed -$2.18K – 205
2025
Q4 		$2.18K Buy
+24
New +$2.17K ﹤0.01% 200

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Boston Partners
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Truist Financial
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Financial Advisors's CCEP Position: Q1 2026 in Review

West Financial Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2026, closing a stake of 24 shares — an estimated $2.18K sold.

West Financial Advisors first reported a position in CCEP in Q4 2025 and held it in 1 quarter. The position peaked at $2.18K in Q4 2025. 579 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • West Financial Advisors reported no remaining Coca-Cola Europacific Partners position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 24 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $2.18K.
  • West Financial Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2025 and held it in 1 quarter.
  • West Financial Advisors's Coca-Cola Europacific Partners position peaked at $2.18K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.