EP Wealth Advisors, LLC

Position in FIZZ — National Beverage Corp

CIK 1540569 TORRANCE, CA

Position in FIZZ

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$315,064

+$66,322 QoQ

Shares Held

9,363

+20.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $69,300,221 across 5 Beverages - Non-Alcoholic names.

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	371,842	$50,347,406
2	KO	Coca Cola Co	144,275	$11,725,229
3	MNST	Monster Beverage Corp	125,864	$6,049,023
4	COKE	Coca-Cola Consolidated, Inc.	4,945	$944,099
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,343	$234,464

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$315,064	9,363	+20.0%	Shares	Sole	2026-05-14
2025-12-31	$248,742	7,800	+13.1%	Shares	Sole	2026-02-18
2025-06-30	$298,269	6,898	+2.6%	Shares	Sole	2025-08-14
2025-03-31	$279,398	6,726	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.