Bell Investment Advisors’s National Beverage FIZZ Stock Holding History

Bell Investment Advisors’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	$468	Buy	15 +1	+7%	+$35	﹤0.01%	1749
2026 Q1	$472	Buy	+14	New	+$485	﹤0.01%	1771
2025 Q4	–	Sell	-42	Closed	-$1.55K	–	1846
2025 Q3	$1.55K	Hold	42	–	–	﹤0.01%	1419
2025 Q2	$1.82K	Hold	42	–	–	﹤0.01%	1394
2025 Q1	$1.75K	Hold	42	–	–	﹤0.01%	1355
2024 Q4	$1.79K	Hold	42	–	–	﹤0.01%	1381
2024 Q3	$1.97K	Hold	42	–	–	﹤0.01%	1360
2024 Q2	$2.15K	Sell	42 -11	-21%	-$515	﹤0.01%	1319
2024 Q1	$2.52K	Hold	53	–	–	﹤0.01%	1246
2023 Q4	$2.64K	Buy	53 +11	+26%	+$526	﹤0.01%	1209
2023 Q3	$1.98K	Hold	42	–	–	﹤0.01%	1271
2023 Q2	$2.03K	Hold	42	–	–	﹤0.01%	1292
2023 Q1	$2.21K	Hold	42	–	–	﹤0.01%	1209
2022 Q4	$1.95K	Hold	42	–	–	﹤0.01%	1307
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	1098
2022 Q2	$2K	Buy	+42	New	+$1.96K	﹤0.01%	1138
2021 Q4	$2K	Hold	52	–	–	﹤0.01%	1138
2021 Q3	$3K	Buy	+52	New	+$2.42K	﹤0.01%	912

Other funds holding FIZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's FIZZ Position: Q2 2026 in Review

Bell Investment Advisors increased its National Beverage (FIZZ) stake by 7.1% in Q2 2026, buying an estimated $35 and bringing the position to 15 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Bell Investment Advisors first reported a position in FIZZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $3K in Q3 2021. 260 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Bell Investment Advisors held 15 shares of National Beverage worth $468 as of Q2 2026.
Bell Investment Advisors bought 1 National Beverage share in Q2 2026, an estimated $35.
National Beverage made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1749 holding.
Bell Investment Advisors first reported a position in National Beverage in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's National Beverage position peaked at $3K in Q3 2021.
260 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.