Position in FIZZ
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$93
-$41 QoQ
Shares Held
3
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 256 holders
Holding Since
Jun 2023
13 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, 2026Abound Wealth Management holds $84,777 across 8 Beverages - Non-Alcoholic names. FIZZ ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
755 | $61,358 | |
| 2 | PEP |
Pepsico Inc
|
133 | $18,008 | |
| 3 | MNST |
Monster Beverage Corp
|
58 | $2,787 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
15 | $1,501 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
23 | $752 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
2 | $212 | |
| 7 | FIZZ |
National Beverage Corp
This page
|
3 | $93 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1 | $66 |
All Filings in FIZZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93 | 3 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $134 | 4 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $127 | 4 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $147 | 4 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $172 | 4 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $166 | 4 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $170 | 4 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $187 | 4 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $307 | 6 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $284 | 6 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $298 | 6 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $282 | 6 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $290 | 6 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||