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User

Sarah Ketterer

Causeway Capital Management

Sarah Ketterer COCA-COLA EUROPACIFIC PARTNE stake

total: 372

Causeway Capital Management CCEP trades

Total transactions:
4
New positions:
1
Sold out:
1
Added:
1
Reduced:
1
Held since:
2020 Q1
Held for:
3 quarters
Latest activity:
2020 Q4
According to 2026 Q2 report, Sarah Ketterer doesn't hold any COCA-COLA EUROPACIFIC PARTNE (CCEP) shares. To date, the estimated cost basis is nearly $37.62 for "buy" trades and estimated average "sell" price is $38.83. Causeway Capital Management first purchased CCEP in 2020 Q1, initially acquiring about 3.15M shares. Since the initial investment in COCA-COLA EUROPACIFIC PARTNE (CCEP), Causeway Capital Management has made 3 more transactions.

When did Sarah Ketterer sell COCA-COLA EUROPACIFIC PARTNE (CCEP)?

Sarah Ketterer sold off the entire COCA-COLA EUROPACIFIC PARTNE (CCEP) position in 2020 Q4.

When did Sarah Ketterer buy COCA-COLA EUROPACIFIC PARTNE (CCEP)?

Sarah Ketterer first invested in COCA-COLA EUROPACIFIC PARTNE (CCEP) in 2020 Q1 at the reported quarter-end price of $37.56 per share.

What's the cost basis of Causeway Capital Management's CCEP stake?

The estimated cost basis for COCA-COLA EUROPACIFIC PARTNE (CCEP) stake is around $37.62 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$37.62
Weighted AVG sell price:
$38.83

Sarah Ketterer's historical trades in COCA-COLA EUROPACIFIC PARTNE

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q4
0.00%
$38.83
-100% (-3,927,679)
2020 Q3
2.84%
$38.83
-11.58% (-514,461)
2020 Q2
3.02%
$37.77
+41.11% (+1,294,229)
2020 Q1
1.89%
$37.56
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.