Purchases and Sales Made in Q4 2023 in Coca Cola Europacific Partners PLC (CCEP)
This table provides information about the institutional ownership of Coca Cola Europacific Partners PLC (CCEP) during Q4 2023. The information is specifically focused on institutions that hold shares of COCA-COLA EUROPACIFIC PARTNERS plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 11.94% |
$914 - $1.07K
|
150
$13.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15New |
$857 - $1K
|
15
$1.36K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 3.89% |
$743 - $869
|
347
$31.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 1.43% |
$685 - $802
|
851
$76.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
11+ 183.33% |
$628 - $735
|
17
$1.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11New |
$628 - $735
|
11
$994
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 2.0% |
$628 - $735
|
562
$50.8K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
11+ 2.01% |
$628 - $735
|
557
$50.3K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 28.95% |
$628 - $735
|
49
$4.43K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 1.29% |
$457 - $535
|
628
$56.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 2.04% |
$400 - $468
|
350
$31.6K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
7+ 0.17% |
$400 - $468
|
4.24K
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 31.58% |
$343 - $401
|
25
$2.26K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$286 - $334
|
5
$452
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.03% |
$286 - $334
|
14.7K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$286 - $334
|
5
$452
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 6.67% |
$286 - $334
|
80
$7.23K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 50.0% |
$228 - $267
|
12
$1.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 0.41% |
$171 - $200
|
726
$65.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 5.26% |
$171 - $200
|
60
$5.42K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.02% |
$57.1 - $66.8
|
5.43K
$491K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.87% |
$57.1 - $66.8
|
116
$10.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1+ 0.03% |
$57.1 - $66.8
|
3.35K
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2- 5.56% |
$114 - $134
|
34
$3.07K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 9.76% |
$228 - $267
|
37
$3.34K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-6- 0.14% |
$343 - $401
|
4.22K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6- 10.53% |
$343 - $401
|
51
$4.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 43.75% |
$400 - $468
|
9
$813
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-13- 1.12% |
$743 - $869
|
1.14K
$103K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-18- 90.0% |
$1.03K - $1.2K
|
2
$181
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-18- 4.7% |
$1.03K - $1.2K
|
365
$33K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 6.55% |
$1.03K - $1.2K
|
257
$23.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-21- 0.67% |
$1.2K - $1.4K
|
3.1K
$280K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-26- 0.69% |
$1.49K - $1.74K
|
3.73K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-38- 0.93% |
$2.17K - $2.54K
|
4.06K
$367K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-41- 82.0% |
$2.34K - $2.74K
|
9
$813
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-43- 0.2% |
$2.46K - $2.87K
|
21.9K
$1.97M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-44- 3.98% |
$2.51K - $2.94K
|
1.06K
$95.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-46- 0.56% |
$2.63K - $3.07K
|
8.11K
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53- 0.17% |
$3.03K - $3.54K
|
30.5K
$2.75M
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-53- 0.17% |
$3.03K - $3.54K
|
30.5K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-57- 0.82% |
$3.26K - $3.81K
|
6.91K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-68- 12.73% |
$3.88K - $4.54K
|
466
$42.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-74- 1.68% |
$4.23K - $4.94K
|
4.33K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-77- 0.44% |
$4.4K - $5.15K
|
17.3K
$1.57M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-94- 72.87% |
$5.37K - $6.28K
|
35
$3.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-102- 0.11% |
$5.83K - $6.82K
|
89.7K
$8.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-115- 0.5% |
$6.57K - $7.68K
|
22.7K
$2.06M
|