Foundations Investment Advisors, LLC

Endowment

Position in CELH — Celsius Holdings, Inc.

CIK 1743404 PHOENIX, AZ

Position in CELH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$205,106

-$262,165 QoQ

Shares Held

7,005

-46.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#379

of 537 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $10,048,287 across 5 Beverages - Non-Alcoholic names. CELH ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	63,015	$5,121,228
2	PEP	Pepsico Inc	28,711	$3,887,469
3	COKE	Coca-Cola Consolidated, Inc.	2,571	$490,855
4	MNST	Monster Beverage Corp	7,150	$343,629
5	CELH	Celsius Holdings, Inc. This page	7,005	$205,106

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,106	7,005	-46.8%	Shares	Sole	2026-08-14
2026-03-31	$467,271	13,170	-40.6%	Shares	Sole	2026-05-11
2025-12-31	$1,013,644	22,161	-18.0%	Shares	Sole	2026-02-10
2025-09-30	$1,553,954	27,030	+57.4%	Shares	Sole	2025-11-03
2025-06-30	$796,841	17,177	+39.3%	Shares	Sole	2025-08-08
2025-03-31	$439,230	12,331	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.