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Burkett Financial Services’s Celsius Holdings CELH Stock Holding History

Burkett Financial Services’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-15
Closed -$439 – 377
2026
Q2 		$439 Hold
15
– – ﹤0.01% 258
2026
Q1 		$532 Hold
15
– – ﹤0.01% 238
2025
Q4 		$686 Hold
15
– – ﹤0.01% 227
2025
Q3 		$862 Hold
15
– – ﹤0.01% 212
2025
Q2 		$696 Hold
15
– – ﹤0.01% 216
2025
Q1 		$534 Hold
15
– – ﹤0.01% 242
2024
Q4 		$395 Hold
15
– – ﹤0.01% 208
2024
Q3 		$470 Hold
15
– – ﹤0.01% 203
2024
Q2 		$856 Hold
15
– – ﹤0.01% 181
2024
Q1 		$1.24K Hold
15
– – ﹤0.01% 181
2023
Q4 		$818 Buy
+15
New +$801 ﹤0.01% 181

Other funds holding CELH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Burkett Financial Services's CELH Position: Q3 2026 in Review

Burkett Financial Services sold out of Celsius Holdings (CELH) in Q3 2026, closing a stake of 15 shares — an estimated $439 sold.

Burkett Financial Services first reported a position in CELH in Q4 2023 and held it in 11 quarters. The position peaked at $1.24K in Q1 2024. 11 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Burkett Financial Services reported no remaining Celsius Holdings position as of Q3 2026 after selling out during the quarter.
  • Burkett Financial Services sold 15 Celsius Holdings shares in Q3 2026, an estimated $439.
  • Burkett Financial Services first reported a position in Celsius Holdings in Q4 2023 and held it in 11 quarters.
  • Burkett Financial Services's Celsius Holdings position peaked at $1.24K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.