Portside Wealth Group, LLC

Position in CELH — Celsius Holdings, Inc.

CIK 1978608 Provo, UT

Position in CELH

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

Position Value

$211,869

-$82,579 QoQ

Shares Held

7,236

-12.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#376

of 537 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Portside Wealth Group, LLC holds $9,719,162 across 5 Beverages - Non-Alcoholic names. CELH ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	28,703	$3,886,386
2	MNST	Monster Beverage Corp	60,430	$2,904,265
3	KO	Coca Cola Co	27,720	$2,252,803
4	COCO	Vita Coco Company, Inc.	7,013	$463,839
5	CELH	Celsius Holdings, Inc. This page	7,236	$211,869

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,869	7,236	-12.8%	Shares	Other	2026-07-14
2026-03-31	$294,448	8,299	+84.5%	Shares	Sole	2026-05-12
2025-09-30	$258,532	4,497	-8.2%	Shares	Sole	2025-11-05
2025-06-30	$227,263	4,899	-20.4%	Shares	Other	2025-08-11
2025-03-31	$219,133	6,152	—	Shares	Other	2025-04-14
No filing history on record for this holder in this stock.