Position in CELH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,393,873
-$4,399,844 QoQ
Shares Held
150,064
-39.5% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#104
of 537 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CELH Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Moran Wealth Management, LLC holds $46,404,882 across 6 Beverages - Non-Alcoholic names. CELH ranks #6 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
313,098 | $15,047,489 | |
| 2 | PEP |
Pepsico Inc
|
96,651 | $13,086,544 | |
| 3 | COCO |
Vita Coco Company, Inc.
|
71,645 | $4,738,599 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
47,213 | $4,724,604 | |
| 5 | KO |
Coca Cola Co
|
54,310 | $4,413,773 | |
| 6 | CELH |
Celsius Holdings, Inc.
This page
|
150,064 | $4,393,873 |
All Filings in CELH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,393,873 | 150,064 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,793,717 | 247,850 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $10,738,928 | 234,782 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,416,805 | 215,982 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,945,122 | 171,268 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,932,487 | 82,327 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,071,588 | 78,648 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $337,182 | 10,752 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $365,318 | 6,399 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,183,946 | 26,338 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,335,740 | 24,500 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,187,643 | 6,921 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,132,650 | 7,592 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $226,599 | 2,178 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||