SCHEDULE: AllianceBernstein Discloses 7.7% Stake in Celsius Holdings

AllianceBernstein L.P. has reported beneficial ownership of 19,792,620 shares, representing 7.7% of Celsius Holdings Inc.'s common stock, as of March 31, 2026.

Summary

• AllianceBernstein L.P. has filed a Schedule 13G, indicating it beneficially owns 19,792,620 shares of Celsius Holdings Inc. common stock.
• This holding represents 7.7% of the total class of securities.
• The shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.
• AllianceBernstein L.P. has sole voting power over 19,126,631 shares and sole dispositive power over 19,629,360 shares.
• The filing also notes shared dispositive power over 163,260 shares.
• AllianceBernstein L.P. is a majority-owned subsidiary of Equitable Holdings, Inc. (EQH), but operates independently with EQH reporting beneficial ownership separately.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, as a large institutional investor acquiring a significant stake suggests confidence in the company's underlying value and growth prospects.

Positives

• AllianceBernstein L.P., a significant investment manager, has taken a substantial stake in Celsius Holdings Inc., suggesting confidence in the company's future prospects.
• The acquisition of shares is stated to be for investment purposes on behalf of client accounts, indicating a strategic, long-term investment approach.

Risks

• The filing does not explicitly mention any risks associated with this investment.
• Potential risks could include market volatility affecting the value of the investment, changes in Celsius Holdings' business performance, or regulatory changes impacting the beverage industry.

Future Outlook

The filing itself is a historical disclosure of ownership as of a specific date and does not contain forward-looking statements or guidance from Celsius Holdings Inc. The investment by AllianceBernstein L.P. implies a positive outlook on the company's future, but this is an interpretation of their investment action, not a direct statement from the company.

Industry Context

StockSavvy.ai notes that a significant institutional investor like AllianceBernstein L.P. taking a substantial stake in Celsius Holdings Inc. is a positive signal within the competitive beverage industry, particularly in the rapidly growing energy drink and functional beverage segments. This move suggests that sophisticated investors see continued growth potential for Celsius Holdings.

Stakeholder Impact

• Shareholders: The investment by a major asset manager like AllianceBernstein L.P. may be viewed positively by existing shareholders, potentially signaling increased institutional interest and confidence in the company's stock.
• Creditors: No direct impact mentioned.
• Employees: No direct impact mentioned.
• Customers: No direct impact mentioned.
• Suppliers: No direct impact mentioned.

Next Steps

• AllianceBernstein L.P. will continue to hold the shares for investment purposes on behalf of its clients.
• Future filings will be made if there are material changes in beneficial ownership.

Key Dates

Recommendation

This filing indicates a significant institutional investment, which is generally a positive signal. However, it is a disclosure of past action and does not provide new operational or financial performance data for Celsius Holdings Inc. Therefore, a 'hold' recommendation is appropriate, suggesting investors monitor future company performance and strategic developments rather than making immediate decisions based solely on this ownership disclosure.

Keywords

Celsius Holdings, AllianceBernstein, Schedule 13G, beneficial ownership, investment, common stock, Equitable Holdings, SEC filing