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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Burkett Financial Services's CELH Position: Q2 2026 in Review

Burkett Financial Services held its Celsius Holdings (CELH) position steady in Q2 2026 at 15 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Burkett Financial Services first reported a position in CELH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24K in Q1 2024. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Burkett Financial Services held 15 shares of Celsius Holdings worth $439 as of Q2 2026.
Burkett Financial Services left its Celsius Holdings share count unchanged in Q2 2026.
Celsius Holdings made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #258 holding.
Burkett Financial Services first reported a position in Celsius Holdings in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Celsius Holdings position peaked at $1.24K in Q1 2024.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.