L.M. Kohn & Company’s Celsius Holdings CELH Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-4,464	Closed	-$207K	–	151
2025 Q2	$207K	Buy	+4,464	New	+$172K	0.06%	262

Other funds holding CELH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

L.M. Kohn & Company's CELH Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Celsius Holdings (CELH) in Q3 2025, closing a stake of 4,464 shares — an estimated $207K sold.

L.M. Kohn & Company first reported a position in CELH in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 626 funds tracked by Wall St. Rank hold CELH as of Q3 2025.

L.M. Kohn & Company reported no remaining Celsius Holdings position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 4,464 Celsius Holdings shares in Q3 2025, an estimated $207K.
L.M. Kohn & Company first reported a position in Celsius Holdings in Q2 2025 and held it in 1 quarter.
L.M. Kohn & Company's Celsius Holdings position peaked at $207K in Q2 2025.
626 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.