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Xcel Wealth Management, LLC → YETI

Xcel Wealth Management, LLC YETI Position History

YETI Holdings, Inc. • Consumer Cyclical

Quarters held
5
Latest value
$600K
Q3 2026
Peak value
$1.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.3M
Q1 2026$904K
Q2 2026$965K
Q3 2026$600K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$600K14.6K——
Q2 2026$965K19.5K——
Q1 2026$904K24.7K——
Q4 2025$1.3M29.4K——
Q3 2025$1.6M47.0K——

Other funds holding YETI

Other Xcel Wealth Management, LLC positions

AMZN

AMAZON COM INC

$32.6M
AMZN

AMAZON COM INC

$31.5M
AMZN

AMAZON COM INC

$31.1M
AMZN

AMAZON COM INC

$30M
AMZN

AMAZON COM INC

$27.9M
RH

RH

$26M
RH

RH

$25.5M
RH

RH

$19.7M