Position in PRMB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$366
-$137 QoQ
Shares Held
15
-11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 378 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRMB Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $735,336 across 12 Beverages - Non-Alcoholic names. PRMB ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
5,590 | $268,655 | |
| 2 | PEP |
Pepsico Inc
|
1,835 | $248,459 | |
| 3 | KO |
Coca Cola Co
|
1,037 | $84,276 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
304 | $58,039 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
1,143 | $37,410 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
932 | $27,288 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
46 | $4,603 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
39 | $4,143 |
All Filings in PRMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366 | 15 | Shares | Sole | 2026-07-16 | |
| 2025-06-30 | $503 | 17 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $106 | 3 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||