Avior Wealth Management’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 | – | Sell |
-12,818
| Closed | -$431K | – | 829 |
|
|
2026
Q1 | $431K | Sell |
12,818
-829
| -6% | -$28.7K | 0.01% | 569 |
|
|
2025
Q4 | $435K | Sell |
13,647
-2,665
| -16% | -$91.6K | 0.01% | 501 |
|
|
2025
Q3 | $602K | Hold |
16,312
| – | – | 0.02% | 406 |
|
|
2025
Q2 | $705K | Hold |
16,312
| – | – | 0.02% | 359 |
|
|
2025
Q1 | $678K | Buy |
16,312
+10
| +0.1% | +$412 | 0.03% | 343 |
|
|
2024
Q4 | $696K | Sell |
16,302
-1,262
| -7% | -$59K | 0.03% | 363 |
|
|
2024
Q3 | $824K | Hold |
17,564
| – | – | 0.03% | 328 |
|
|
2024
Q2 | $900K | Sell |
17,564
-142
| -0.8% | -$6.64K | 0.04% | 293 |
|
|
2024
Q1 | $840K | Buy |
17,706
+211
| +1% | +$10.3K | 0.04% | 327 |
|
|
2023
Q4 | $870K | Sell |
17,495
-2
| -0% | -$96 | 0.05% | 233 |
|
|
2023
Q3 | $823K | Hold |
17,497
| – | – | 0.06% | 224 |
|
|
2023
Q2 | $846K | Sell |
17,497
-1,941
| -10% | -$97.4K | 0.06% | 225 |
|
|
2023
Q1 | $1.02M | Buy |
19,438
+2
| +0% | +$93 | 0.07% | 200 |
|
|
2022
Q4 | $904K | Hold |
19,436
| – | – | 0.07% | 200 |
|
|
2022
Q3 | $749K | Buy |
19,436
+2,222
| +13% | +$111K | 0.06% | 206 |
|
|
2022
Q2 | $842K | Hold |
17,214
| – | – | 0.09% | 168 |
|
|
2022
Q1 | $748K | Sell |
17,214
-3,360
| -16% | -$146K | 0.06% | 216 |
|
|
2021
Q4 | $932K | Hold |
20,574
| – | – | 0.08% | 210 |
|
|
2021
Q3 | $1.08M | Hold |
20,574
| – | – | 0.09% | 172 |
|
|
2021
Q2 | $971K | Sell |
20,574
-5,412
| -21% | -$263K | 0.1% | 186 |
|
|
2021
Q1 | $1.27M | Sell |
25,986
-10,848
| -29% | -$564K | 0.14% | 146 |
|
|
2020
Q4 | $1.56M | Hold |
36,834
| – | – | 0.19% | 113 |
|
|
2020
Q3 | $1.25M | Buy |
36,834
+3,406
| +10% | +$119K | 0.18% | 125 |
|
|
2020
Q2 | $1.02M | Buy |
33,428
+1,770
| +6% | +$47.8K | 0.16% | 139 |
|
|
2020
Q1 | $675K | Hold |
31,658
| – | – | 0.13% | 157 |
|
|
2019
Q4 | $807K | Buy |
31,658
+13,378
| +73% | +$321K | 0.13% | 162 |
|
|
2019
Q3 | $405K | Hold |
18,280
| – | – | 0.07% | 248 |
|
|
2019
Q2 | $408K | Hold |
18,280
| – | – | 0.07% | 243 |
|
|
2019
Q1 | $527K | Buy |
18,280
+6,290
| +52% | +$224K | 0.11% | 187 |
|
|
2018
Q4 | $430K | Hold |
11,990
| – | – | 0.1% | 191 |
|
|
2018
Q3 | $699K | Buy |
11,990
+1,134
| +10% | +$63.6K | 0.15% | 133 |
|
|
2018
Q2 | $580K | Hold |
10,856
| – | – | 0.13% | 151 |
|
|
2018
Q1 | $483K | Sell |
10,856
-1,544
| -12% | -$76K | 0.11% | 170 |
|
|
2017
Q4 | $604K | Buy |
+12,400
| New | +$636K | 0.14% | 146 |
|
Other funds holding FIZZ
Avior Wealth Management's FIZZ Position: Q2 2026 in Review
Avior Wealth Management sold out of National Beverage (FIZZ) in Q2 2026, closing a stake of 12,818 shares — an estimated $431K sold.
Avior Wealth Management first reported a position in FIZZ in Q4 2017 and held it in 34 quarters. The position peaked at $1.56M in Q4 2020. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.
- Avior Wealth Management reported no remaining National Beverage position as of Q2 2026 after selling out during the quarter.
- Avior Wealth Management sold 12,818 National Beverage shares in Q2 2026, an estimated $431K.
- Avior Wealth Management first reported a position in National Beverage in Q4 2017 and held it in 34 quarters.
- Avior Wealth Management's National Beverage position peaked at $1.56M in Q4 2020.
- 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.