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EXENCIAL WEALTH ADVISORS, LLC: CCEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on CCEP, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 29,066 CCEP shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 29,066 shares
    Change vs previous 13F -1,185 shares

    0.08% of the 13F portfolio, value $2,635,378.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 30,251 shares
    Change vs previous 13F -604 shares

    0.09% of the 13F portfolio, value $2,743,768.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 30,855 shares
    Change vs previous 13F +519 shares

    0.09% of the 13F portfolio, value $2,789,588.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 30,336 shares
    Change vs previous 13F -2,103 shares

    0.1% of the 13F portfolio, value $2,812,741.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 32,439 shares
    Change vs previous 13F -375 shares

    0.1% of the 13F portfolio, value $2,823,204.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 32,814 shares
    Change vs previous 13F -1,131 shares

    0.09% of the 13F portfolio, value $2,520,448.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 33,945 shares
    Change vs previous 13F -1,552 shares

    0.1% of the 13F portfolio, value $2,673,183.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 35,497 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,586,679.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).