Vanguard Personalized Indexing Management, LLC
Position in FIZZ — National Beverage Corp
CIK 1767306
OAKLAND, CA
Position in FIZZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$752,450
+$182,655 QoQ
Shares Held
24,117
+42.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#74
of 256 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in FIZZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $94,286,317 across 12 Beverages - Non-Alcoholic names. FIZZ ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
583,394 | $47,412,430 | |
| 2 | PEP |
Pepsico Inc
|
169,766 | $22,986,316 | |
| 3 | MNST |
Monster Beverage Corp
|
295,158 | $14,185,293 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
102,836 | $3,365,822 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
15,713 | $1,572,399 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
6,491 | $1,239,261 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
9,491 | $1,008,418 | |
| 8 | PRMB |
Primo Brands Corp
|
31,268 | $764,189 |
All Filings in FIZZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,450 | 24,117 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $569,795 | 16,933 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $403,823 | 12,663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $282,733 | 7,658 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $373,334 | 8,634 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $229,633 | 5,528 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||