Abound Wealth Management’s National Beverage FIZZ Stock Holding History

Abound Wealth Management’s Portfolio FIZZ Stock Details FIZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$94	Sell	3 -1	-25%	-$35	﹤0.01%	1294
2026 Q1	$135	Hold	4	–	–	﹤0.01%	1346
2025 Q4	$128	Hold	4	–	–	﹤0.01%	1337
2025 Q3	$148	Hold	4	–	–	﹤0.01%	1226
2025 Q2	$173	Hold	4	–	–	﹤0.01%	1096
2025 Q1	$167	Hold	4	–	–	﹤0.01%	1058
2024 Q4	$171	Hold	4	–	–	﹤0.01%	1137
2024 Q3	$188	Sell	4 -2	-33%	-$95	﹤0.01%	1202
2024 Q2	$308	Hold	6	–	–	﹤0.01%	978
2024 Q1	$285	Hold	6	–	–	﹤0.01%	1158
2023 Q4	$299	Hold	6	–	–	﹤0.01%	1159
2023 Q3	$283	Hold	6	–	–	﹤0.01%	1031
2023 Q2	$291	Buy	+6	New	+$301	﹤0.01%	1060

Other funds holding FIZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's FIZZ Position: Q2 2026 in Review

Abound Wealth Management reduced its National Beverage (FIZZ) stake by 25% in Q2 2026, selling an estimated $35 and leaving 3 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Abound Wealth Management first reported a position in FIZZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $308 in Q2 2024. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Abound Wealth Management held 3 shares of National Beverage worth $94 as of Q2 2026.
Abound Wealth Management sold 1 National Beverage share in Q2 2026, an estimated $35.
National Beverage made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1294 holding.
Abound Wealth Management first reported a position in National Beverage in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's National Beverage position peaked at $308 in Q2 2024.
259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.