KA
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Kercheville Advisors’s Celsius Holdings CELH Stock Holding History

Kercheville Advisors’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
Q1 		$6.27M Sell
176,710
-67,283
-28% -$3.19M 2.01% 17
2025
Q4 		$13.5M Buy
243,993
+21,200
+10% +$1.07M 3.53% 7
2025
Q3 		$12.8M Buy
222,793
+19,520
+10% +$1.02M 3.87% 7
2025
Q2 		$9.43M Buy
203,273
+153,132
+305% +$5.9M 3.25% 10
2025
Q1 		$1.79M Sell
50,141
-4,654
-8% -$127K 0.73% 31
2024
Q4 		$1.44M Buy
+54,795
New +$1.63M 0.56% 37
2024
Q3 		– Sell
-70,750
Closed -$4.04M – 88
2024
Q2 		$4.04M Buy
70,750
+13,600
+24% +$1.03M 1.75% 21
2024
Q1 		$4.74M Buy
57,150
+41,550
+266% +$2.85M 2.24% 20
2023
Q4 		$851K Buy
+15,600
New +$833K 0.48% 39

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return