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Compass Wealth Management, LLC

SEC CIK
0002076480
Latest filing
Jul 21, 2026

CCEP holding history

Coca-Cola Europacific Partners plc in every 13F filed by Compass Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026)
2,500
Value
$250.2K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of CCEP by Compass Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,500$250.2K0.1%00.0%UnchangedHolders
Q1 20262,500$226.7K0.1%00.0%UnchangedHolders
Q4 20252,500$226.8K0.1%00.0%UnchangedHolders
Q3 20252,500$226.0K0.1%00.0%UnchangedHolders
Q2 20252,500$231.8K0.1%–No prior filingHolders