AGWCA
FIZZ icon

Annis Gardner Whiting Capital Advisors’s National Beverage FIZZ Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-13
Closed -$563 – 1273
2025
Q2 		$563 Buy
+13
New +$572 ﹤0.01% 1167

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's FIZZ Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of National Beverage (FIZZ) in Q3 2025, closing a stake of 13 shares — an estimated $563 sold.

Annis Gardner Whiting Capital Advisors first reported a position in FIZZ in Q2 2025 and held it in 1 quarter. The position peaked at $563 in Q2 2025. 236 funds tracked by Wall St. Rank hold FIZZ as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining National Beverage position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 13 National Beverage shares in Q3 2025, an estimated $563.
  • Annis Gardner Whiting Capital Advisors first reported a position in National Beverage in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's National Beverage position peaked at $563 in Q2 2025.
  • 236 funds tracked by Wall St. Rank held National Beverage as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.