Global Retirement Partners, LLC

Pension

Position in FIZZ — National Beverage Corp

CIK 1749744 San Rafael, CA

Position in FIZZ

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,152

+$813 QoQ

Shares Held

+64.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#214

of 256 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Global Retirement Partners, LLC holds $19,525,534 across 12 Beverages - Non-Alcoholic names. FIZZ ranks #10 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	147,333	$11,973,752
2	PEP	Pepsico Inc	31,067	$4,206,471
3	MNST	Monster Beverage Corp	47,844	$2,299,382
4	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	4,870	$487,340
5	CELH	Celsius Holdings, Inc.	8,239	$241,237
6	KDP	Keurig Dr Pepper Inc.	5,863	$191,895
7	KOF	Coca Cola Femsa Sab De CV	484	$51,425
8	COKE	Coca-Cola Consolidated, Inc.	239	$45,629

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,152	69	+64.3%	Shares	Sole	2026-08-06
2025-12-31	$1,339	42	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,550	42	0.0%	Shares	Sole	2025-10-21
2025-06-30	$1,816	42	0.0%	Shares	Sole	2025-08-12
2024-12-31	$1,792	42	0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,971	42	-26.3%	Shares	Sole	2024-10-16
2024-06-30	$2,920	57	-14.9%	Shares	Sole	2024-07-23
2024-03-31	$3,179	67	0.0%	Shares	Sole	2024-04-23
2023-12-31	$3,331	67	+4.7%	Shares	Sole	2024-01-18
2023-09-30	$3,009	64	+190.9%	Shares	Sole	2023-10-13
2023-06-30	$1,063	22	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,159	22	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.