Institute for Wealth Management, LLC.
Position in CELH — Celsius Holdings, Inc.
CIK 1533954
DENVER, CO
Position in CELH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,024
New position
Shares Held
35
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#501
of 537 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,936,266 across 7 Beverages - Non-Alcoholic names. CELH ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
10,508 | $853,985 | |
| 2 | PEP |
Pepsico Inc
|
4,054 | $548,911 | |
| 3 | MNST |
Monster Beverage Corp
|
8,562 | $411,489 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
948 | $94,866 | |
| 5 | FIZZ |
National Beverage Corp
|
602 | $18,782 | |
| 6 | PRMB |
Primo Brands Corp
|
295 | $7,209 | |
| 7 | CELH |
Celsius Holdings, Inc.
This page
|
35 | $1,024 |
All Filings in CELH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024 | 35 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||