Position in FIZZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$280
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 256 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026LRI Investments, LLC holds $5,309,514 across 10 Beverages - Non-Alcoholic names. FIZZ ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
49,997 | $4,063,256 | |
| 2 | PEP |
Pepsico Inc
|
6,775 | $917,335 | |
| 3 | MNST |
Monster Beverage Corp
|
2,912 | $139,950 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
3,811 | $124,734 | |
| 5 | PRMB |
Primo Brands Corp
|
1,914 | $46,778 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
80 | $15,273 | |
| 7 | ZVIA |
Zevia PBC
|
1,000 | $1,630 | |
| 8 | FIZZ |
National Beverage Corp
This page
|
9 | $280 |
All Filings in FIZZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280 | 9 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||