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 Q3	–	Sell	-7,240	Closed	-$226K	–	2187
2026 Q2	$226K	Sell	7,240 -45	-0.6%	-$1.57K	﹤0.01%	2000
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Atria Investments's FIZZ Position: Q3 2026 in Review

Atria Investments sold out of National Beverage (FIZZ) in Q3 2026, closing a stake of 7,240 shares — an estimated $226K sold.

Atria Investments first reported a position in FIZZ in Q4 2019 and held it in 10 quarters. The position peaked at $503K in Q2 2024. 15 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

Atria Investments reported no remaining National Beverage position as of Q3 2026 after selling out during the quarter.
Atria Investments sold 7,240 National Beverage shares in Q3 2026, an estimated $226K.
Atria Investments first reported a position in National Beverage in Q4 2019 and held it in 10 quarters.
Atria Investments's National Beverage position peaked at $503K in Q2 2024.
15 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.