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Bare Financial Services’s National Beverage FIZZ Stock Holding History

Bare Financial Services’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
Q2 		$3.03K Buy
97
+16
+20% +$558 ﹤0.01% 1028
2026
Q1 		$2.73K Sell
81
-26
-24% -$901 ﹤0.01% 876
2025
Q4 		$3.41K Buy
+107
New +$3.68K ﹤0.01% 679

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bare Financial Services's FIZZ Position: Q2 2026 in Review

Bare Financial Services increased its National Beverage (FIZZ) stake by 20% in Q2 2026, buying an estimated $558 and bringing the position to 97 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Bare Financial Services first reported a position in FIZZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.41K in Q4 2025. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Bare Financial Services held 97 shares of National Beverage worth $3.03K as of Q2 2026.
  • Bare Financial Services bought 16 National Beverage shares in Q2 2026, an estimated $558.
  • National Beverage made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1028 holding.
  • Bare Financial Services first reported a position in National Beverage in Q4 2025 and has held it in 3 quarters since.
  • Bare Financial Services's National Beverage position peaked at $3.41K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.