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

Wetzel Investment 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
2024
Q3 		– Sell
-29
Closed -$2.03K – 240
2024
Q2 		$2.03K Sell
29
-100
-78% -$7.2K ﹤0.01% 745
2024
Q1 		$8.59K Buy
129
+23
+22% +$1.58K 0.01% 566
2023
Q4 		$7K Buy
+106
New +$6.48K ﹤0.01% 595

Other funds holding CCEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Wetzel Investment Advisors's CCEP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q3 2024, closing a stake of 29 shares — an estimated $2.03K sold.

Wetzel Investment Advisors first reported a position in CCEP in Q4 2023 and held it in 3 quarters. The position peaked at $8.59K in Q1 2024. 528 funds tracked by Wall St. Rank hold CCEP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Coca-Cola Europacific Partners position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 29 Coca-Cola Europacific Partners shares in Q3 2024, an estimated $2.03K.
  • Wetzel Investment Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Coca-Cola Europacific Partners position peaked at $8.59K in Q1 2024.
  • 528 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.