Position in PRMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,209
New position
Shares Held
295
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#332
of 378 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,936,266 across 7 Beverages - Non-Alcoholic names. PRMB ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
10,508 | $853,985 | |
| 2 | PEP |
Pepsico Inc
|
4,054 | $548,911 | |
| 3 | MNST |
Monster Beverage Corp
|
8,562 | $411,489 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
948 | $94,866 | |
| 5 | FIZZ |
National Beverage Corp
|
602 | $18,782 | |
| 6 | PRMB |
Primo Brands Corp
This page
|
295 | $7,209 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
35 | $1,024 |
All Filings in PRMB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,209 | 295 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||