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Wilbanks Smith & Thomas Asset Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-101
Closed -$5K – 496
2018
Q3 		$5K Buy
+101
New +$4.3K ﹤0.01% 1203

Other funds holding CCEP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CCEP Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Coca-Cola Europacific Partners (CCEP) in Q4 2018, closing a stake of 101 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CCEP in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 369 funds tracked by Wall St. Rank hold CCEP as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Coca-Cola Europacific Partners position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 101 Coca-Cola Europacific Partners shares in Q4 2018, an estimated $5K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Coca-Cola Europacific Partners in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Coca-Cola Europacific Partners position peaked at $5K in Q3 2018.
  • 369 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.