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Yorktown Management & Research Company’s Celsius Holdings CELH Stock Holding History

Yorktown Management & Research 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
Q4 		– Sell
-4,750
Closed -$273K – 223
2025
Q3 		$273K Buy
+4,750
New +$248K 0.22% 182

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Yorktown Management & Research Company's CELH Position: Q4 2025 in Review

Yorktown Management & Research Company sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 4,750 shares — an estimated $273K sold.

Yorktown Management & Research Company first reported a position in CELH in Q3 2025 and held it in 1 quarter. The position peaked at $273K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • Yorktown Management & Research Company reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,750 Celsius Holdings shares in Q4 2025, an estimated $273K.
  • Yorktown Management & Research Company first reported a position in Celsius Holdings in Q3 2025 and held it in 1 quarter.
  • Yorktown Management & Research Company's Celsius Holdings position peaked at $273K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Yorktown Management & Research Company's 13F filing for Q4 2025, filed 23 Jan 2026.