Position in CELH
as of Mar 31, 2026
· filed Jul 27, 2026
Position Value
$1,525
-$441 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CELH Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $153,646 across 8 Beverages - Non-Alcoholic names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
958 | $77,856 | |
| 2 | PEP |
Pepsico Inc
|
353 | $47,796 | |
| 3 | MNST |
Monster Beverage Corp
|
398 | $19,127 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
140 | $4,582 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
30 | $3,002 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
10 | $1,062 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
1 | $190 | |
| 8 | FIZZ |
National Beverage Corp
|
1 | $31 |
All Filings in CELH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,525 | 43 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,966 | 43 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,472 | 43 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,994 | 43 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $33 | 2 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||