Position in CELH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$308,406
+$25,808 QoQ
Shares Held
10,533
+32.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#338
of 537 holders
Holding Since
Dec 2025
3 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, 2026Unify Financial Advisors holds $535,636 across 2 Beverages - Non-Alcoholic names. CELH ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CELH |
Celsius Holdings, Inc.
This page
|
10,533 | $308,406 | |
| 2 | KO |
Coca Cola Co
|
2,796 | $227,230 |
All Filings in CELH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,406 | 10,533 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $282,598 | 7,965 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $349,407 | 7,639 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||