Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
CCEP holding history
Coca-Cola Europacific Partners plc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CCEP overviewAll 13F holders of CCEPFull Q1 2025 holdings
- Shares (Q1 2025)
- 146,990
- Value
- $12.8M
- % of portfolio
- 0.8%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 146,990 | $12.8M | 0.8% | +8,299+6.0% | Added | Holders |
| Q4 2024 | 138,691 | $10.7M | 0.6% | +9,864+7.7% | Added | Holders |
| Q3 2024 | 128,827 | $10.1M | 0.7% | +12,143+10.4% | Added | Holders |
| Q2 2024 | 116,684 | $8.50M | 0.6% | +3,961+3.5% | Added | Holders |
| Q1 2024 | 112,723 | $7.88M | 0.7% | +112,723 | New | Holders |