Xcel Wealth Management
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Xcel Wealth Management’s Coca-Cola KO Stock Holding History

Xcel Wealth Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,000
Closed -$325K – 142
2026
Q2 		$325K Sell
4,000
-1,501
-27% -$119K 0.08% 129
2026
Q1 		$418K Buy
5,501
+50
+0.9% +$3.78K 0.12% 109
2025
Q4 		$381K Sell
5,451
-150
-3% -$10.5K 0.1% 116
2025
Q3 		$371K Sell
5,601
-913
-14% -$62.8K 0.1% 115
2025
Q2 		$461K Sell
6,514
-416
-6% -$29.6K 0.13% 94
2025
Q1 		$496K Sell
6,930
-3,200
-32% -$214K 0.15% 91
2024
Q4 		$631K Sell
10,130
-1,061
-9% -$69.3K 0.17% 79
2024
Q3 		$804K Sell
11,191
-4,820
-30% -$330K 0.24% 67
2024
Q2 		$1.02M Sell
16,011
-4,367
-21% -$270K 0.32% 57
2024
Q1 		$1.25M Sell
20,378
-2,800
-12% -$168K 0.39% 50
2023
Q4 		$1.37M Sell
23,178
-3,050
-12% -$173K 0.48% 49
2023
Q3 		$1.47M Sell
26,228
-3,517
-12% -$211K 0.58% 43
2023
Q2 		$1.79M Sell
29,745
-1,985
-6% -$123K 0.57% 48
2023
Q1 		$1.97M Buy
31,730
+360
+1% +$21.8K 0.69% 43
2022
Q4 		$2M Sell
31,370
-10,500
-25% -$634K 0.79% 39
2022
Q3 		$2.35M Hold
41,870
– – 0.87% 36
2022
Q2 		$2.63M Sell
41,870
-3,395
-8% -$215K 0.96% 32
2022
Q1 		$2.81M Sell
45,265
-1,138
-2% -$69.2K 0.77% 39
2021
Q4 		$2.75M Buy
46,403
+5
+0% +$278 0.71% 43
2021
Q3 		$2.44M Hold
46,398
– – 0.71% 43
2021
Q2 		$2.51M Hold
46,398
– – 0.76% 38
2021
Q1 		$2.45M Buy
46,398
+26,360
+132% +$1.33M 0.87% 34
2020
Q4 		$1.1M Buy
20,038
+800
+4% +$41.4K 0.47% 46
2020
Q3 		$949K Buy
19,238
+3,185
+20% +$153K 0.49% 46
2020
Q2 		$717K Buy
+16,053
New +$739K 0.44% 47

Other funds holding KO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Xcel Wealth Management's KO Position: Q3 2026 in Review

Xcel Wealth Management sold out of Coca-Cola (KO) in Q3 2026, closing a stake of 4,000 shares — an estimated $325K sold.

Xcel Wealth Management first reported a position in KO in Q2 2020 and held it in 25 quarters. The position peaked at $2.81M in Q1 2022. 2,947 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Xcel Wealth Management reported no remaining Coca-Cola position as of Q3 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 4,000 Coca-Cola shares in Q3 2026, an estimated $325K.
  • Xcel Wealth Management first reported a position in Coca-Cola in Q2 2020 and held it in 25 quarters.
  • Xcel Wealth Management's Coca-Cola position peaked at $2.81M in Q1 2022.
  • 2,947 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.