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

WFG 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
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	1468
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	1389
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	1466
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	1458
2016 Q2	$1K	Hold	18	–	–	﹤0.01%	1442
2016 Q1	$1K	Hold	18	–	–	﹤0.01%	1402
2015 Q4	$1K	Sell	18 -67	-79%	-$3.37K	﹤0.01%	1437
2015 Q3	$4K	Hold	85	–	–	﹤0.01%	1291
2015 Q2	$4K	Hold	85	–	–	﹤0.01%	1376
2015 Q1	$4K	Buy	85 +67	+372%	+$2.92K	﹤0.01%	1408
2014 Q4	$1K	Hold	18	–	–	﹤0.01%	1940
2014 Q3	$1K	Hold	18	–	–	﹤0.01%	1953
2014 Q2	$1K	Hold	18	–	–	﹤0.01%	1889
2014 Q1	$1K	Hold	18	–	–	﹤0.01%	1874
2013 Q4	$1K	Hold	18	–	–	﹤0.01%	2058
2013 Q3	$1K	Hold	18	–	–	﹤0.01%	2013
2013 Q2	$1K	Buy	+18	New	+$662	﹤0.01%	1930

Other funds holding CCEP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WFG Advisors's CCEP Position: Q2 2017 in Review

WFG Advisors held its Coca-Cola Europacific Partners (CCEP) position steady in Q2 2017 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

WFG Advisors first reported a position in CCEP in Q2 2013 and has held it in 17 quarters since. The position peaked at $4K in Q3 2015. 270 funds tracked by Wall St. Rank hold CCEP as of Q2 2017.

WFG Advisors held 18 shares of Coca-Cola Europacific Partners worth $1K as of Q2 2017.
WFG Advisors left its Coca-Cola Europacific Partners share count unchanged in Q2 2017.
Coca-Cola Europacific Partners made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1468 holding.
WFG Advisors first reported a position in Coca-Cola Europacific Partners in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Coca-Cola Europacific Partners position peaked at $4K in Q3 2015.
270 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.