EverSource Wealth Advisors, LLC
Position in FIZZ — National Beverage Corp
CIK 1710537
BIRMINGHAM, AL
Position in FIZZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,446
-$11,002 QoQ
Shares Held
399
-42.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 256 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIZZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,197,727 across 12 Beverages - Non-Alcoholic names. FIZZ ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
26,422 | $2,147,311 | |
| 2 | PEP |
Pepsico Inc
|
8,618 | $1,166,873 | |
| 3 | MNST |
Monster Beverage Corp
|
13,568 | $652,074 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
2,967 | $566,453 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,811 | $281,294 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
6,267 | $205,114 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,509 | $73,459 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
573 | $60,878 |
All Filings in FIZZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,446 | 399 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,448 | 697 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,417 | 264 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,196 | 195 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,099 | 303 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,779 | 91 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,986 | 70 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $704 | 15 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $768 | 15 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $427 | 9 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $546 | 11 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $918 | 19 | Shares | Sole | 2023-08-04 | |
| 2022-06-30 | $6,166 | 126 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,481 | 126 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||