Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
YETI holding history
YETI Holdings, Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
YETI overviewAll 13F holders of YETIFull Q2 2026 holdings
- Shares (Q2 2026)
- 19,473
- Value
- $965.1K
- % of portfolio
- 0.2%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 19,473 | $965.1K | 0.2% | −5,230−21.2% | Reduced | Holders |
| Q1 2026 | 24,703 | $903.9K | 0.3% | −4,701−16.0% | Reduced | Holders |
| Q4 2025 | 29,404 | $1.30M | 0.3% | −17,564−37.4% | Reduced | Holders |
| Q3 2025 | 46,968 | $1.56M | 0.4% | −12,520−21.0% | Reduced | Holders |
| Q2 2025 | 59,488 | $1.88M | 0.5% | −7,804−11.6% | Reduced | Holders |
| Q1 2025 | 67,292 | $2.23M | 0.7% | −610−0.9% | Reduced | Holders |
| Q4 2024 | 67,902 | $2.61M | 0.7% | −3,000−4.2% | Reduced | Holders |
| Q3 2024 | 70,902 | $2.91M | 0.9% | −1,990−2.7% | Reduced | Holders |
| Q2 2024 | 72,892 | $2.78M | 0.9% | +15,792+27.7% | Added | Holders |
| Q1 2024 | 57,100 | $2.20M | 0.7% | −1,200−2.1% | Reduced | Holders |
| Q4 2023 | 58,300 | $3.02M | 1.1% | +4,745+8.9% | Added | Holders |
| Q3 2023 | 53,555 | $2.58M | 1.0% | +44,280+477.4% | Added | Holders |
| Q2 2023 | 9,275 | $360.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 9,275 | $371.0K | 0.1% | +100+1.1% | Added | Holders |
| Q4 2022 | 9,175 | $379.0K | 0.1% | +100+1.1% | Added | Holders |
| Q3 2022 | 9,075 | $259.0K | 0.1% | +2,250+33.0% | Added | Holders |
| Q2 2022 | 6,825 | $295.0K | 0.1% | +6,825 | New | Holders |