Position in CELH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,635,258
-$250,504 QoQ
Shares Held
55,849
+5.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#187
of 536 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CELH Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Gradient Investments LLC holds $59,494,033 across 6 Beverages - Non-Alcoholic names. CELH ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
563,140 | $45,766,387 | |
| 2 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
58,841 | $5,888,218 | |
| 3 | KOF |
Coca Cola Femsa Sab De CV
|
52,023 | $5,527,443 | |
| 4 | CELH |
Celsius Holdings, Inc.
This page
|
55,849 | $1,635,258 | |
| 5 | PEP |
Pepsico Inc
|
2,940 | $398,076 | |
| 6 | MNST |
Monster Beverage Corp
|
5,798 | $278,651 |
All Filings in CELH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,635,258 | 55,849 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,885,762 | 53,150 | Shares | Sole | 2026-04-13 | |
| 2024-06-30 | $1,313 | 23 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,150 | 38 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $817 | 15 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $895 | 6 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $312 | 3 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||