WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CELH — Celsius Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in CELH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,434,632
+$811,888 QoQ
Shares Held
48,997
+179.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 537 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CELH Over Time
Shares Held
Position Value (USD)
Derivatives in CELH
reported options exposure · as of Sep 30, 2024CallValue
$346
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $280,804,199 across 10 Beverages - Non-Alcoholic names. CELH ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,060,373 | $143,574,504 | |
| 2 | KO |
Coca Cola Co
|
1,220,829 | $99,216,772 | |
| 3 | MNST |
Monster Beverage Corp
|
417,384 | $20,059,475 | |
| 4 | PRMB |
Primo Brands Corp
|
250,866 | $6,131,165 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
114,038 | $3,732,463 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
18,332 | $3,499,945 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
28,833 | $2,885,318 | |
| 8 | CELH |
Celsius Holdings, Inc.
This page
|
48,997 | $1,434,632 |
All Filings in CELH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,434,632 | 48,997 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $622,744 | 17,552 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,349,192 | 29,497 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,869,172 | 32,513 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,301,749 | 28,061 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $796,035 | 22,348 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $438,244 | 16,638 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $577,964 | 18,430 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $346 | 1,500 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $3,027 | 1,000 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $1,414,747 | 24,781 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,789,081 | 21,576 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $41,460 | 500 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $467,236 | 8,570 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $11,374 | 1,500 | Call | Sole | 2024-01-30 | |
| 2023-09-30 | $356,756 | 2,079 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $2,183 | 100 | Call | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||