AE Wealth Management LLC

Position in CELH — Celsius Holdings, Inc.

CIK 1697723 TOPEKA, KS

Position in CELH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$353,522

+$68,069 QoQ

Shares Held

12,074

+93.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#320

of 537 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AE Wealth Management LLC holds $57,155,647 across 7 Beverages - Non-Alcoholic names. CELH ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	586,172	$28,171,391
2	PEP	Pepsico Inc	108,664	$14,713,075
3	KO	Coca Cola Co	160,128	$13,013,575
4	KDP	Keurig Dr Pepper Inc.	13,324	$436,082
5	CELH	Celsius Holdings, Inc. This page	12,074	$353,522
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,418	$241,960
7	COKE	Coca-Cola Consolidated, Inc.	1,184	$226,042

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,522	12,074	+93.5%	Shares	Other	2026-08-03
2025-12-31	$285,453	6,241	+50.4%	Shares	Other	2026-01-26
2025-09-30	$238,573	4,150	+2.3%	Shares	Other	2025-11-03
2024-03-31	$336,319	4,056	-94.2%	Shares	Other	2024-05-15
2023-12-31	$3,827,522	70,204	+400.9%	Shares	Sole	2024-02-14
2023-09-30	$2,405,145	14,016	-5.3%	Shares	Sole	2023-10-11
2023-06-30	$2,207,266	14,795	+29.3%	Shares	Sole	2023-07-10
2023-03-31	$1,063,512	11,443	+4.7%	Shares	Sole	2023-04-14
2022-12-31	$1,137,573	10,934	+6.4%	Shares	Sole	2023-01-31
2022-09-30	$931,828	10,276	-0.0%	Shares	Sole	2022-10-25
2022-06-30	$670,675	10,277	-20.4%	Shares	Sole	2022-08-03
2022-03-31	$712,206	12,907	+4.5%	Shares	Sole	2022-04-18
2021-12-31	$920,642	12,346	-80.0%	Shares	Sole	2022-01-20
2021-09-30	$5,572,246	61,852	+2233.2%	Shares	Sole	2021-11-01
2021-06-30	$201,714	2,651	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.