Position in FIZZ
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$431,325
-$3,877 QoQ
Shares Held
12,818
-6.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FIZZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Avior Wealth Management, LLC holds $6,283,197 across 5 Beverages - Non-Alcoholic names. FIZZ ranks #4 (6.9% of the industry book) .
All Filings in FIZZ
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $431,325 | 12,818 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $435,202 | 13,647 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $602,239 | 16,312 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $705,330 | 16,312 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $677,600 | 16,312 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $695,606 | 16,302 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $824,454 | 17,564 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $899,979 | 17,564 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $840,326 | 17,706 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $869,851 | 17,495 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $822,708 | 17,497 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $845,979 | 17,497 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,024,771 | 19,438 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $904,357 | 19,436 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $749,063 | 19,436 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $842,453 | 17,214 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $748,809 | 17,214 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $932,619 | 20,574 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,079,929 | 20,574 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $971,710 | 20,574 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,270,975 | 25,986 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $781,801 | 18,417 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $626,270 | 18,417 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $509,944 | 16,714 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $337,553 | 15,829 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||