JONES FINANCIAL COMPANIES LLLP

Position in CELH — Celsius Holdings, Inc.

CIK 815917 DES PERES, MO

Position in CELH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,311,340

-$94,158 QoQ

Shares Held

36,960

+20.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 98.32251082251082.ToString("F0")% Shared 0.ToString("F0")% None 1.6774891774891776.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $549,997,363 across 14 Beverages - Non-Alcoholic names. CELH ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	3,276,983	$249,214,557
2	PEP	Pepsico Inc	1,254,640	$194,833,044
3	MNST	Monster Beverage Corp	407,718	$29,543,245
4	KDP	Keurig Dr Pepper Inc.	1,117,118	$29,413,716
5	KOF	Coca Cola Femsa Sab De CV	197,046	$19,221,837
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	176,362	$15,990,742
7	FIZZ	National Beverage Corp	254,587	$8,566,851
8	CELH	Celsius Holdings, Inc. This page	36,960	$1,311,340

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,311,340	36,960	+20.3%	Shares	Sole	2026-05-15
2025-12-31	$1,405,498	30,728	+21.2%	Shares	Sole	2026-02-17
2025-09-30	$1,458,003	25,361	-1.8%	Shares	Sole	2025-11-04
2025-06-30	$1,197,789	25,820	+5.4%	Shares	Sole	2025-08-13
2025-03-31	$872,191	24,486	+41.1%	Shares	Sole	2025-05-28
2024-12-31	$456,999	17,350	+21.9%	Shares	Sole	2025-02-06
2024-09-30	$446,378	14,234	+177.3%	Shares	Sole	2024-11-12
2024-06-30	$293,042	5,133	+651.5%	Shares	Sole	2024-08-14
2024-03-31	$56,634	683	+2255.2%	Shares	Sole	2024-05-14
2023-12-31	$1,581	29	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.