Position in CELH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$346,031
-$977,869 QoQ
Shares Held
11,818
-68.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 537 holders
Holding Since
Sep 2025
4 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, 2026Sequoia Financial Advisors, LLC holds $49,184,910 across 8 Beverages - Non-Alcoholic names. CELH ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
283,607 | $23,048,740 | |
| 2 | PEP |
Pepsico Inc
|
115,964 | $15,701,525 | |
| 3 | MNST |
Monster Beverage Corp
|
147,890 | $7,107,593 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
43,331 | $1,418,223 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
4,134 | $789,263 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
4,452 | $473,025 | |
| 7 | CELH |
Celsius Holdings, Inc.
This page
|
11,818 | $346,031 | |
| 8 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,003 | $300,510 |
All Filings in CELH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,031 | 11,818 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,323,900 | 37,314 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,625,691 | 35,542 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,619,090 | 28,163 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||