Position in FIZZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,168
-$417 QoQ
Shares Held
390
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#181
of 256 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $690,290 across 8 Beverages - Non-Alcoholic names. FIZZ ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,568 | $347,707 | |
| 2 | KO |
Coca Cola Co
|
3,169 | $257,544 | |
| 3 | MNST |
Monster Beverage Corp
|
776 | $37,294 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
601 | $19,670 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
149 | $14,910 | |
| 6 | FIZZ |
National Beverage Corp
This page
|
390 | $12,168 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
3 | $572 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
4 | $425 |
All Filings in FIZZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,168 | 390 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,585 | 374 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,022 | 377 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,666 | 316 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,663 | 316 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $13,126 | 316 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,483 | 316 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||