Xcel Wealth Management, LLC Coca Cola CO Transaction History

Xcel Wealth Management, LLC

$334 Million
Q2 2025

A detailed history of Xcel Wealth Management, LLC transactions in Coca Cola CO stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 6,514 shares of KO stock, worth $451,941. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,514

Previous 6,930 6.0%

Holding current value

$451,941

Previous $496,000 7.26%

% of portfolio

0.14%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$68.37 - $73.9 $28,441 - $30,742	-416 Reduced 6.0%	6,514 $460,000
Q1 2025 Apr 28, 2025	SELL	$60.81 - $72.32 $194,592 - $231,423	-3,200 Reduced 31.59%	6,930 $496,000
Q4 2024 Feb 05, 2025	SELL	$61.74 - $71.71 $65,506 - $76,084	-1,061 Reduced 9.48%	10,130 $630,000
Q3 2024 Oct 21, 2024	SELL	$62.69 - $73.01 $302,165 - $351,908	-4,820 Reduced 30.1%	11,191 $804,000
Q2 2024 Jul 23, 2024	SELL	$58.06 - $64.15 $253,548 - $280,143	-4,367 Reduced 21.43%	16,011 $1.02 Million
Q1 2024 Apr 22, 2024	SELL	$58.91 - $61.24 $164,948 - $171,472	-2,800 Reduced 12.08%	20,378 $1.25 Million
Q4 2023 Jan 29, 2024	SELL	$52.38 - $59.93 $159,759 - $182,786	-3,050 Reduced 11.63%	23,178 $1.37 Million
Q3 2023 Oct 17, 2023	SELL	$55.81 - $63.05 $196,283 - $221,746	-3,517 Reduced 11.82%	26,228 $1.47 Million
Q2 2023 Jul 26, 2023	SELL	$59.66 - $64.3 $118,425 - $127,635	-1,985 Reduced 6.26%	29,745 $1.79 Million
Q1 2023 Apr 25, 2023	BUY	$58.86 - $63.4 $21,189 - $22,824	360 Added 1.15%	31,730 $1.97 Million
Q4 2022 Jan 19, 2023	SELL	$54.39 - $64.37 $571,095 - $675,885	-10,500 Reduced 25.08%	31,370 $2 Million
Q2 2022 Jul 26, 2022	SELL	$59.07 - $66.21 $200,542 - $224,782	-3,395 Reduced 7.5%	41,870 $2.63 Million
Q1 2022 Apr 29, 2022	SELL	$57.88 - $62.85 $65,867 - $71,523	-1,138 Reduced 2.45%	45,265 $2.81 Million
Q4 2021 Feb 03, 2022	BUY	$52.3 - $59.21 $261 - $296	5 Added 0.01%	46,403 $2.75 Million
Q1 2021 Apr 15, 2021	BUY	$48.15 - $53.85 $1.27 Million - $1.42 Million	26,360 Added 131.55%	46,398 $2.45 Million
Q4 2020 Jan 13, 2021	BUY	$47.96 - $54.84 $38,368 - $43,872	800 Added 4.16%	20,038 $1.1 Million
Q3 2020 Oct 27, 2020	BUY	$43.91 - $51.19 $139,853 - $163,040	3,185 Added 19.84%	19,238 $949,000
Q2 2020 Jul 10, 2020	BUY	$42.12 - $49.85 $676,152 - $800,242	16,053 New	16,053 $717,000

Others Institutions Holding KO

# of Institutions

3,778

Shares Held

3.06B

Call Options Held

33.6M

Put Options Held

23.9M

View Full List

About COCA COLA CO

Ticker KO
Exchange NYSE
Sector Consumer Defensive
Industry Beverages—Non-Alcoholic
Shares Outstandng 4,324,510,208
Market Cap $300B
Description
The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks; flavored and enhanced water, and sports drinks; juice, dairy, and plant?based beverages; tea and coffee; and energy drinks. It also offers beverage concentrates and syrups, as well as f...

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Xcel Wealth Management, LLC Coca Cola CO Transaction History