Position in FIZZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$780
-$4,704 QoQ
Shares Held
25
-84.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 256 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIZZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Larson Financial Group LLC holds $10,973,505 across 13 Beverages - Non-Alcoholic names. FIZZ ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
36,708 | $4,970,263 | |
| 2 | KO |
Coca Cola Co
|
52,606 | $4,275,289 | |
| 3 | MNST |
Monster Beverage Corp
|
13,742 | $660,440 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,540 | $454,317 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
1,655 | $315,972 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
3,041 | $99,531 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,964 | $86,785 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1,042 | $68,917 |
All Filings in FIZZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780 | 25 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,484 | 163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,339 | 42 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,657 | 397 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $86 | 2 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $83 | 2 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $85 | 2 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $93 | 2 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $102 | 2 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||