Position in CELH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$320,064
+$38,489 QoQ
Shares Held
9,021
+46.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in CELH Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $15,255,149 across 6 Beverages - Non-Alcoholic names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
58,129 | $7,870,666 | |
| 2 | KO |
Coca Cola Co
|
58,369 | $4,743,647 | |
| 3 | MNST |
Monster Beverage Corp
|
33,342 | $1,602,415 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
13,094 | $428,566 | |
| 5 | FIZZ |
National Beverage Corp
|
12,391 | $386,599 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,231 | $223,256 |
All Filings in CELH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,064 | 9,021 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $281,575 | 6,156 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $426,805 | 7,424 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $302,926 | 6,530 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $212,971 | 5,979 | Shares | Other | 2025-05-15 | |
| 2024-06-30 | $292,129 | 5,117 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $412,112 | 4,970 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $272,818 | 5,004 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $289,832 | 1,689 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $241,986 | 1,622 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||