Position in CELH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$575,293
-$234,325 QoQ
Shares Held
19,648
-13.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#280
of 537 holders
Holding Since
Jun 2020
25 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, 2026IFP Advisors, Inc holds $15,514,587 across 13 Beverages - Non-Alcoholic names. CELH ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
70,648 | $5,741,562 | |
| 2 | PEP |
Pepsico Inc
|
26,736 | $3,620,054 | |
| 3 | MNST |
Monster Beverage Corp
|
62,538 | $3,005,576 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
11,922 | $2,276,148 | |
| 5 | CELH |
Celsius Holdings, Inc.
This page
|
19,648 | $575,293 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
3,523 | $115,307 | |
| 7 | PRMB |
Primo Brands Corp
|
3,069 | $75,006 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
689 | $45,570 |
All Filings in CELH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,293 | 19,648 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $809,618 | 22,819 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,002,209 | 21,911 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,215,396 | 21,141 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,213,284 | 26,154 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $997,360 | 28,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $797,706 | 30,285 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $783,059 | 24,970 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,190,326 | 20,850 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,749,363 | 21,097 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,138,159 | 20,876 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,181,466 | 6,885 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $28,835 | 6,135 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $23,212 | 4,939 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $38 | 4,185 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $41,000 | 3,495 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $28,000 | 4,228 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $19,000 | 2,665 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $166,365 | 2,231 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $59,189 | 657 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $49,914 | 656 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $20,627 | 410 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||