SCHEDULE: Vanguard Maintains 7.01% Stake in Celsius Holdings
Beneficial Ownership Disclosure
The Vanguard Group disclosed its continued beneficial ownership of 7.01% of Celsius Holdings Inc. common stock, alongside an internal realignment affecting future reporting.
Summary
- The Vanguard Group reported beneficial ownership of 18,074,995 shares of Celsius Holdings Inc. common stock.
- This represents 7.01% of the class of securities.
- Vanguard holds shared voting power over 1,268,236 shares and shared dispositive power over 18,074,995 shares.
- An internal realignment at The Vanguard Group, Inc. on January 12, 2026, resulted in the company no longer performing portfolio management services or administering proxy voting.
- Following the realignment, certain subsidiaries or business divisions of Vanguard are expected to report beneficial ownership separately (on a disaggregated basis) in reliance on SEC Release No. 34-39538.
Sentiment
Score: 7
Explanation: StockSavvy.ai views this filing as moderately positive for Celsius Holdings, as it confirms a substantial and continued stake by a major institutional investor, indicating sustained confidence. The internal realignment at Vanguard is neutral for Celsius.
Positives
- The continued significant beneficial ownership by a major institutional investor like The Vanguard Group (7.01%) signals ongoing institutional confidence in Celsius Holdings Inc.
Future Outlook
The Vanguard Group anticipates that certain subsidiaries or business divisions will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in the future, following an internal realignment.
Management Comments
- Ashley Grim, Head of Global Fund Administration for The Vanguard Group, certified that the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of the issuer.
Industry Context
StockSavvy.ai notes that the disclosure of a significant institutional stake by The Vanguard Group in Celsius Holdings Inc. reflects continued interest from large asset managers in the health and wellness beverage sector. Such filings provide transparency into major ownership structures, which is a standard practice for publicly traded companies.
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
| Portfolio Management Services and Proxy Voting Administration | The Vanguard Group, Inc. | Certain subsidiaries or business divisions of The Vanguard Group, Inc. | 01/12/2026 | Internal realignment within The Vanguard Group, Inc. |
Stakeholder Impact
- Shareholders of Celsius Holdings Inc. gain transparency regarding the continued significant institutional ownership by The Vanguard Group, which can influence investor perception and market stability.
Next Steps
- The Vanguard Group anticipates that certain subsidiaries or business divisions will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in future filings.
Key Dates
| Date | Description |
|---|---|
| 12/31/2025 | Date of the event which required the filing of this statement (reporting period end). |
| 01/12/2026 | Date of The Vanguard Group, Inc.'s internal realignment, ceasing portfolio management and proxy voting services. |
| 01/30/2026 | Date the Schedule 13G Amendment No. 3 was signed and filed. |
Keywords
Celsius Holdings Inc, Vanguard Group, CELH, Beneficial Ownership, Institutional Investor, SEC Filing, Schedule 13G, Common Stock, Investment Management
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