Position in CELH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$445,583
+$90,145 QoQ
Shares Held
15,218
+51.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#303
of 537 holders
Holding Since
Mar 2021
22 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, 2026Xcel Wealth Management, LLC holds $770,663 across 2 Beverages - Non-Alcoholic names. CELH ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CELH |
Celsius Holdings, Inc.
This page
|
15,218 | $445,583 | |
| 2 | KO |
Coca Cola Co
|
4,000 | $325,080 |
All Filings in CELH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,583 | 15,218 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $355,438 | 10,018 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $458,223 | 10,018 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $702,987 | 12,228 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $687,870 | 14,828 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $848,753 | 23,828 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,262,686 | 47,938 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,252,212 | 71,818 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,510,852 | 79,013 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,217,937 | 87,047 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,608,363 | 102,868 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,850,015 | 34,091 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,946,075 | 26,450 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,495,439 | 26,850 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,434,640 | 23,401 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,380,443 | 26,251 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,873,024 | 28,701 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,633,380 | 29,601 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,506,390 | 20,201 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,144,143 | 12,700 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $532,629 | 7,000 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $216,225 | 4,500 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||