Position in CELH
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$212
-$62 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Cornerstone Planning Group LLC holds $414,481 across 7 Beverages - Non-Alcoholic names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
2,533 | $205,856 | |
| 2 | PEP |
Pepsico Inc
|
689 | $93,290 | |
| 3 | MNST |
Monster Beverage Corp
|
1,894 | $91,025 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
341 | $11,160 | |
| 5 | PRMB |
Primo Brands Corp
|
272 | $6,647 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
60 | $6,004 | |
| 7 | FIZZ |
National Beverage Corp
|
16 | $499 |
All Filings in CELH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212 | 6 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $274 | 6 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $344 | 6 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $278 | 6 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $213 | 6 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $158 | 6 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $188 | 6 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $342 | 6 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $497 | 6 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $327 | 6 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $343 | 2 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||