Monument Capital Management CCEP — COCA-COLA EUROPACIFIC PARTNE

Ownership history in Monument Capital Management  ·  5 quarters on record

AI Ownership Summary

Monument Capital Management reported COCA-COLA EUROPACIFIC PARTNE (CCEP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q1. The latest visible filing shows CCEP at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CCEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Monument Capital Management's position in COCA-COLA EUROPACIFIC PARTNE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CCEP was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CCEP stock page Monument Capital Management fund profile Monument Capital Management full holdings
How Monument Capital Management held CCEP — position size vs. price
% of Fund (quarterly)    CCEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 30,521 -2 -0.0% 0.69% $2.8M 2026-04-16 $96.78
2025 Q4 ADDED — — — 30,523 +219 +0.7% 0.69% $2.8M 2026-01-26 $89.55
2025 Q3 REDUCED — — — 30,304 -95 -0.3% 0.68% $2.7M 2025-10-14 $88.40
2025 Q2 REDUCED 5.4% -3.4% ✅ 30,399 -1,723 -5.4% 0.73% $2.8M 2025-07-24 $98.61
2025 Q1 INITIATED — — — 32,122 — — 0.86% $2.8M 2025-04-25 $85.62

🏢 Other funds also holding CCEP

As of 2026 Q1 — sorted by position size

Silchester International Investors LLP 3Y 7Y 5.61% Verde Servicos Internacionais S.A. 3Y 7Y 4.02% Marathon Asset Management Ltd 3Y 3.86% Tevis Investment Management 3Y 3.83% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 1.55% Princeton Global Asset Management LLC 3Y 7Y 1.35% Arbejdsmarkedets Tillaegspension 0.62% TRUIST FINANCIAL CORP 3Y 7Y 0.58% 111 Capital 0.57% Legacy Wealth Asset Management, LLC 3Y 0.57%

FAQ About Monument Capital Management and CCEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Monument Capital Management reported owning CCEP?

Monument Capital Management reported CCEP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CCEP position in Monument Capital Management's portfolio?

The largest reported portfolio weight for CCEP was 0.86% in 2025 Q1.

What is the latest reported CCEP position on this page?

The most recent filing on this page is 2026 Q1, when Monument Capital Management reported 30,521 shares, equal to 0.69% of portfolio, with an estimated market value of $2.8M.

What does the chart on this CCEP ownership page compare?

The chart compares Monument Capital Management's quarterly CCEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Monument Capital Management time their CCEP position?

Based on 13F filing dates vs. subsequent CCEP price moves, Monument Capital Management correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CCEP relative to SPY over the holding period was -12.6%.

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