Position in FIZZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$225,888
-$19,252 QoQ
Shares Held
7,240
-0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 256 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIZZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Atria Investments, Inc holds $56,513,850 across 8 Beverages - Non-Alcoholic names. FIZZ ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
295,654 | $24,027,800 | |
| 2 | MNST |
Monster Beverage Corp
|
335,376 | $16,118,170 | |
| 3 | PEP |
Pepsico Inc
|
96,935 | $13,124,999 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
38,176 | $1,249,500 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
8,267 | $827,278 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
8,246 | $545,390 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
3,716 | $394,825 | |
| 8 | FIZZ |
National Beverage Corp
This page
|
7,240 | $225,888 |
All Filings in FIZZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,888 | 7,240 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $245,140 | 7,285 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $232,318 | 7,285 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $246,699 | 6,682 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $354,005 | 8,187 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $344,325 | 8,289 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $375,581 | 8,802 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $447,150 | 9,526 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $503,279 | 9,822 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||