Pinnacle Wealth Planning Services, Inc.
Position in CELH — Celsius Holdings, Inc.
CIK 1726752
MANSFIELD, OH
Position in CELH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,955
-$334 QoQ
Shares Held
340
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#442
of 537 holders
Holding Since
Mar 2024
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, 2026Pinnacle Wealth Planning Services, Inc. holds $4,003,051 across 11 Beverages - Non-Alcoholic names. CELH ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
21,644 | $1,759,007 | |
| 2 | PEP |
Pepsico Inc
|
9,962 | $1,348,854 | |
| 3 | MNST |
Monster Beverage Corp
|
13,032 | $626,317 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
1,111 | $111,177 | |
| 5 | COCO |
Vita Coco Company, Inc.
|
700 | $46,298 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
1,105 | $36,166 | |
| 7 | FIZZ |
National Beverage Corp
|
1,001 | $31,231 | |
| 8 | COKE |
Coca-Cola Consolidated, Inc.
|
130 | $24,819 |
All Filings in CELH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,955 | 340 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,289 | 290 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,547 | 165 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $203,071 | 2,449 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||