Atria Investments’s National Beverage FIZZ Stock Holding History

Atria Investments’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 Q1	$245K	Hold	7,285	–	–	﹤0.01%	1875
2025 Q4	$232K	Buy	7,285 +603	+9%	+$20.7K	﹤0.01%	1895
2025 Q3	$247K	Sell	6,682 -1,505	-18%	-$65.1K	﹤0.01%	1834
2025 Q2	$354K	Sell	8,187 -102	-1%	-$4.49K	﹤0.01%	1610
2025 Q1	$344K	Sell	8,289 -513	-6%	-$21.1K	﹤0.01%	1545
2024 Q4	$376K	Sell	8,802 -724	-8%	-$33.8K	﹤0.01%	1467
2024 Q3	$447K	Sell	9,526 -296	-3%	-$14.1K	0.01%	1386
2024 Q2	$503K	Buy	+9,822	New	+$459K	0.01%	1299
2020 Q1	–	Sell	-9,374	Closed	-$239K	–	756
2019 Q4	$239K	Buy	+9,374	New	+$225K	0.01%	1066

Other funds holding FIZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Investments's FIZZ Position: Q1 2026 in Review

Atria Investments held its National Beverage (FIZZ) position steady in Q1 2026 at 7,285 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Atria Investments first reported a position in FIZZ in Q4 2019 and has held it in 9 quarters since. The position peaked at $503K in Q2 2024. 240 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

Atria Investments held 7,285 shares of National Beverage worth $245K as of Q1 2026.
Atria Investments left its National Beverage share count unchanged in Q1 2026.
National Beverage made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1875 holding.
Atria Investments first reported a position in National Beverage in Q4 2019 and has held it in 9 quarters since.
Atria Investments's National Beverage position peaked at $503K in Q2 2024.
240 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.