Position in ZVIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$50,433
+$36,343 QoQ
Shares Held
30,941
+156.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 102 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ZVIA Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $280,804,199 across 10 Beverages - Non-Alcoholic names. ZVIA ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,060,373 | $143,574,504 | |
| 2 | KO |
Coca Cola Co
|
1,220,829 | $99,216,772 | |
| 3 | MNST |
Monster Beverage Corp
|
417,384 | $20,059,475 | |
| 4 | PRMB |
Primo Brands Corp
|
250,866 | $6,131,165 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
114,038 | $3,732,463 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
18,332 | $3,499,945 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
28,833 | $2,885,318 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
48,997 | $1,434,632 |
All Filings in ZVIA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,433 | 30,941 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,090 | 12,043 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||