Avion Wealth’s National Beverage FIZZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5K Buy
169
+71
+72% +$2.48K ﹤0.01% 787
2026
Q1
$3K Buy
98
+30
+44% +$1.04K ﹤0.01% 768
2025
Q4
$2K Buy
68
+44
+183% +$1.51K ﹤0.01% 867
2025
Q3
$0 Hold
24
﹤0.01% 1312
2025
Q2
$1K Buy
+24
New +$1.06K ﹤0.01% 966
2023
Q4
Sell
-33
Closed -$1K 1163
2023
Q3
$1K Buy
33
+22
+200% +$1.11K ﹤0.01% 629
2023
Q2
$0 Buy
+11
New +$552 ﹤0.01% 822

Other funds holding FIZZ

Avion Wealth's FIZZ Position: Q2 2026 in Review

Avion Wealth increased its National Beverage (FIZZ) stake by 72% in Q2 2026, buying an estimated $2.48K and bringing the position to 169 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Avion Wealth first reported a position in FIZZ in Q2 2023 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Avion Wealth held 169 shares of National Beverage worth $5K as of Q2 2026.
  • Avion Wealth bought 71 National Beverage shares in Q2 2026, an estimated $2.48K.
  • National Beverage made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #787 holding.
  • Avion Wealth first reported a position in National Beverage in Q2 2023 and has held it in 7 quarters since.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.