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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
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

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Xcel Wealth Management's KO Position: Q2 2026 in Review

Xcel Wealth Management reduced its Coca-Cola (KO) stake by 27% in Q2 2026, selling an estimated $119K and leaving 4,000 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #129.

Xcel Wealth Management first reported a position in KO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.81M in Q1 2022. 1,241 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Xcel Wealth Management held 4,000 shares of Coca-Cola worth $325K as of Q2 2026.
  • Xcel Wealth Management sold 1,501 Coca-Cola shares in Q2 2026, an estimated $119K.
  • Coca-Cola made up 0.08% of Xcel Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Xcel Wealth Management first reported a position in Coca-Cola in Q2 2020 and has held it in 25 quarters since.
  • Xcel Wealth Management's Coca-Cola position peaked at $2.81M in Q1 2022.
  • 1,241 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.