Position in FIZZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$683,966
New position
Shares Held
21,922
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#81
of 256 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Horizon Investments, LLC holds $62,326,172 across 8 Beverages - Non-Alcoholic names. FIZZ ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
315,873 | $25,670,998 | |
| 2 | PEP |
Pepsico Inc
|
127,785 | $17,302,089 | |
| 3 | MNST |
Monster Beverage Corp
|
190,248 | $9,143,318 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
30,730 | $5,866,971 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
42,819 | $1,401,465 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
17,652 | $1,167,503 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
10,891 | $1,089,862 | |
| 8 | FIZZ |
National Beverage Corp
This page
|
21,922 | $683,966 |
All Filings in FIZZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,966 | 21,922 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||