CPL
CELH icon

Capital & Planning LLC’s Celsius Holdings CELH Stock Holding History

Capital & Planning LLC’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 		– Sell
-13
Closed -$461 – 64
2026
Q1 		$461 Buy
+13
New +$616 ﹤0.01% 161
2025
Q1 		– Sell
-13
Closed -$342 – 56
2024
Q4 		$342 Buy
+13
New +$386 ﹤0.01% 184

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital & Planning LLC's CELH Position: Q2 2026 in Review

Capital & Planning LLC sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 13 shares — an estimated $461 sold.

Capital & Planning LLC first reported a position in CELH in Q4 2024 and held it in 2 quarters. The position peaked at $461 in Q1 2026. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Capital & Planning LLC reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 13 Celsius Holdings shares in Q2 2026, an estimated $461.
  • Capital & Planning LLC first reported a position in Celsius Holdings in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Celsius Holdings position peaked at $461 in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.