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Winch Advisory Services’s Coca-Cola Europacific Partners CCEP Stock Holding History

Winch Advisory Services’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
2015
Q2 		– Sell
-70
Closed -$3K – 293
2015
Q1 		$3K Buy
+70
New +$3.06K ﹤0.01% 226

Other funds holding CCEP

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Winch Advisory Services's CCEP Position: Q2 2015 in Review

Winch Advisory Services sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2015, closing a stake of 70 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in CCEP in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 434 funds tracked by Wall St. Rank hold CCEP as of Q2 2015.

  • Winch Advisory Services reported no remaining Coca-Cola Europacific Partners position as of Q2 2015 after selling out during the quarter.
  • Winch Advisory Services sold 70 Coca-Cola Europacific Partners shares in Q2 2015, an estimated $3K.
  • Winch Advisory Services first reported a position in Coca-Cola Europacific Partners in Q1 2015 and held it in 1 quarter.
  • Winch Advisory Services's Coca-Cola Europacific Partners position peaked at $3K in Q1 2015.
  • 434 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.