Advisors Preferred’s National Beverage FIZZ Stock Holding History

Advisors Preferred’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 Q3	–	Sell	-11,309	Closed	-$377K	–	240
2026 Q2	$377K	Buy	+11,309	New	+$394K	0.06%	154
2015 Q4	–	Sell	-5,614	Closed	-$86K	–	218
2015 Q3	$86K	Buy	+5,614	New	+$71.8K	0.09%	54

Other funds holding FIZZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Advisors Preferred's FIZZ Position: Q3 2026 in Review

Advisors Preferred sold out of National Beverage (FIZZ) in Q3 2026, closing a stake of 11,309 shares — an estimated $377K sold.

Advisors Preferred first reported a position in FIZZ in Q3 2015 and held it in 2 quarters. The position peaked at $377K in Q2 2026. 91 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

Advisors Preferred reported no remaining National Beverage position as of Q3 2026 after selling out during the quarter.
Advisors Preferred sold 11,309 National Beverage shares in Q3 2026, an estimated $377K.
Advisors Preferred first reported a position in National Beverage in Q3 2015 and held it in 2 quarters.
Advisors Preferred's National Beverage position peaked at $377K in Q2 2026.
91 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.