Position in FIZZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,152
-$48 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 256 holders
Holding Since
Mar 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, 2026Concord Wealth Partners holds $6,697,739 across 3 Beverages - Non-Alcoholic names. FIZZ ranks #3 (0.0% of the industry book) .
All Filings in FIZZ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,152 | 69 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,200 | 69 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,547 | 69 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,983 | 69 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,243 | 54 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,304 | 54 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,534 | 54 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,766 | 54 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,562 | 54 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||