Luther King Capital Management (LKCM)
CELH icon

Luther King Capital Management (LKCM)’s Celsius Holdings CELH Stock Holding History

Luther King Capital Management (LKCM)’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 		– Sell
-40,305
Closed -$1.84M – 608
2025
Q4 		$1.84M Hold
40,305
– – 0.01% 352
2025
Q3 		$2.32M Hold
40,305
– – 0.01% 330
2025
Q2 		$1.87M Hold
40,305
– – 0.01% 341
2025
Q1 		$1.44M Sell
40,305
-9,716
-19% -$265K 0.01% 363
2024
Q4 		$1.32M Sell
50,021
-10,906
-18% -$323K 0.01% 370
2024
Q3 		$1.91M Buy
60,927
+2,720
+5% +$114K 0.01% 327
2024
Q2 		$3.32M Sell
58,207
-186
-0.3% -$14.1K 0.02% 266
2024
Q1 		$4.84M Sell
58,393
-676
-1% -$46.3K 0.02% 222
2023
Q4 		$3.22M Buy
59,069
+14,381
+32% +$768K 0.02% 262
2023
Q3 		$2.56M Sell
44,688
-130,377
-74% -$7.33M 0.01% 285
2023
Q2 		$8.71M Buy
175,065
+1,410
+0.8% +$56.1K 0.04% 155
2023
Q1 		$5.38M Buy
173,655
+777
+0.4% +$24.5K 0.03% 185
2022
Q4 		$6M Sell
172,878
-6,267
-3% -$204K 0.03% 168
2022
Q3 		$5.42M Sell
179,145
-72,024
-29% -$2.26M 0.03% 172
2022
Q2 		$5.46M Buy
251,169
+5,082
+2% +$98K 0.03% 171
2022
Q1 		$4.53M Buy
246,087
+94,134
+62% +$1.69M 0.02% 210
2021
Q4 		$3.78M Hold
151,953
– – 0.02% 243
2021
Q3 		$4.56M Hold
151,953
– – 0.02% 214
2021
Q2 		$3.85M Hold
151,953
– – 0.02% 243
2021
Q1 		$2.43M Buy
151,953
+14,478
+11% +$272K 0.01% 278
2020
Q4 		$2.31M Buy
+137,475
New +$1.37M 0.01% 266

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CELH Position: Q1 2026 in Review

Luther King Capital Management (LKCM) sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 40,305 shares — an estimated $1.84M sold.

Luther King Capital Management (LKCM) first reported a position in CELH in Q4 2020 and held it in 21 quarters. The position peaked at $8.71M in Q2 2023. 579 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Luther King Capital Management (LKCM) reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 40,305 Celsius Holdings shares in Q1 2026, an estimated $1.84M.
  • Luther King Capital Management (LKCM) first reported a position in Celsius Holdings in Q4 2020 and held it in 21 quarters.
  • Luther King Capital Management (LKCM)'s Celsius Holdings position peaked at $8.71M in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.