Anchor Investment Management’s National Beverage FIZZ Stock Holding History

Anchor Investment 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	$2.81K	Hold	90	–	–	﹤0.01%	1066
2026 Q1	$3.03K	Hold	90	–	–	﹤0.01%	953
2025 Q4	$2.87K	Hold	90	–	–	﹤0.01%	946
2025 Q3	$3.32K	Hold	90	–	–	﹤0.01%	940
2025 Q2	$3.89K	Hold	90	–	–	﹤0.01%	913
2025 Q1	$3.74K	Buy	+90	New	+$3.71K	﹤0.01%	909
2019 Q2	–	Sell	-100	Closed	-$2.89K	–	806
2019 Q1	$2.89K	Hold	100	–	–	﹤0.01%	726
2018 Q4	$3.59K	Hold	100	–	–	﹤0.01%	722
2018 Q3	$5.83K	Hold	100	–	–	﹤0.01%	712
2018 Q2	$5.34K	Hold	100	–	–	﹤0.01%	728
2018 Q1	$4.45K	Hold	100	–	–	﹤0.01%	720
2017 Q4	$4.87K	Hold	100	–	–	﹤0.01%	710
2017 Q3	$6.2K	Sell	100 -300	-75%	-$16.6K	﹤0.01%	672
2017 Q2	$18.7K	Hold	400	–	–	0.01%	501
2017 Q1	$16.9K	Hold	400	–	–	0.01%	508
2016 Q4	$10.2K	Hold	400	–	–	﹤0.01%	537
2016 Q3	$8.81K	Hold	400	–	–	﹤0.01%	538
2016 Q2	$12.6K	Hold	400	–	–	0.01%	498
2016 Q1	$8.46K	Buy	+400	New	+$7.94K	﹤0.01%	510

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

Anchor Investment Management's FIZZ Position: Q2 2026 in Review

Anchor Investment Management held its National Beverage (FIZZ) position steady in Q2 2026 at 90 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Anchor Investment Management first reported a position in FIZZ in Q1 2016 and has held it in 19 quarters since. The position peaked at $18.7K in Q2 2017. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Anchor Investment Management held 90 shares of National Beverage worth $2.81K as of Q2 2026.
Anchor Investment Management left its National Beverage share count unchanged in Q2 2026.
National Beverage made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1066 holding.
Anchor Investment Management first reported a position in National Beverage in Q1 2016 and has held it in 19 quarters since.
Anchor Investment Management's National Beverage position peaked at $18.7K in Q2 2017.
259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.