TFC Financial Management, Inc.

Position in CELH — Celsius Holdings, Inc.

CIK 1827844 BOSTON, MA

Position in CELH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$556

-$118 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#511

of 537 holders

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

TFC Financial Management, Inc. holds $604,260 across 5 Beverages - Non-Alcoholic names. CELH ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	4,191	$340,602
2	PEP	Pepsico Inc	1,851	$250,625
3	MNST	Monster Beverage Corp	132	$6,343
4	PRMB	Primo Brands Corp	251	$6,134
5	CELH	Celsius Holdings, Inc. This page	19	$556

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556	19	0.0%	Shares	Sole	2026-07-23
2026-03-31	$674	19	0.0%	Shares	Sole	2026-04-23
2025-12-31	$869	19	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,092	19	0.0%	Shares	Sole	2025-10-24
2025-06-30	$881	19	0.0%	Shares	Sole	2025-07-29
2025-03-31	$676	19	+1800.0%	Shares	Sole	2025-04-24
2024-03-31	$82	1	-50.0%	Shares	Sole	2024-04-30
2023-03-31	$185	2	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.