Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$325,080
-$93,271 QoQ
Shares Held
4,000
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,873
of 3,618 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Xcel Wealth Management, LLC holds $770,663 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CELH |
Celsius Holdings, Inc.
|
15,218 | $445,583 | |
| 2 | KO |
Coca Cola Co
This page
|
4,000 | $325,080 |
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,080 | 4,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $418,351 | 5,501 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $381,079 | 5,451 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $371,458 | 5,601 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $460,865 | 6,514 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $496,326 | 6,930 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $630,693 | 10,130 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $804,185 | 11,191 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,019,100 | 16,011 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,246,726 | 20,378 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,365,879 | 23,178 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,468,243 | 26,228 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,791,243 | 29,745 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,968,211 | 31,730 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,995,445 | 31,370 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,345,557 | 41,870 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,634,041 | 41,870 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,806,430 | 45,265 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,747,521 | 46,403 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,434,503 | 46,398 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,510,595 | 46,398 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,445,638 | 46,398 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,098,883 | 20,038 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $949,780 | 19,238 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $717,248 | 16,053 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||