Position in FIZZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,417,851
+$2,469,844 QoQ
Shares Held
161,006
+74.2% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0.5919034073264351.ToString("F0")%
Shared 0.ToString("F0")%
None 99.40809659267357.ToString("F0")%
Common Shares in FIZZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $363,490,227 across 13 Beverages - Non-Alcoholic names. FIZZ ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
2,321,669 | $176,562,927 | |
| 2 | PEP |
Pepsico Inc
|
885,786 | $137,553,707 | |
| 3 | MNST |
Monster Beverage Corp
|
246,832 | $17,885,446 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
300,333 | $7,907,767 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
32,859 | $6,300,384 | |
| 6 | FIZZ |
National Beverage Corp
This page
|
161,006 | $5,417,851 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
54,326 | $4,925,738 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
32,416 | $3,162,180 |
All Filings in FIZZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,417,851 | 161,006 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,948,007 | 92,443 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $559,780 | 15,162 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $771,055 | 17,832 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $209,984 | 5,055 | Shares | Sole | 2025-05-15 | |
| 2023-03-31 | $632 | 12 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||