Bessemer Group’s National Beverage FIZZ Stock Holding History

Bessemer Group’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	$10K	Buy	314 +197	+168%	+$6.87K	﹤0.01%	2154
2026 Q1	$4K	Buy	+117	New	+$4.06K	﹤0.01%	2255
2025 Q4	–	Sell	-41	Closed	-$2K	–	2580
2025 Q3	$2K	Buy	+41	New	+$1.77K	﹤0.01%	2313
2025 Q1	–	Sell	-181	Closed	-$8K	–	2534
2024 Q4	$8K	Buy	181 +53	+41%	+$2.48K	﹤0.01%	1850
2024 Q3	$6K	Buy	128 +41	+47%	+$1.95K	﹤0.01%	1847
2024 Q2	$4K	Sell	87 -26	-23%	-$1.22K	﹤0.01%	1754
2024 Q1	$5K	Buy	113 +9	+9%	+$440	﹤0.01%	1703
2023 Q4	$5K	Hold	104	–	–	﹤0.01%	1766
2023 Q3	$5K	Buy	104 +78	+300%	+$3.93K	﹤0.01%	1735
2023 Q2	$1K	Buy	+26	New	+$1.3K	﹤0.01%	2151
2023 Q1	–	Sell	-538	Closed	-$25K	–	1956
2022 Q4	$25K	Buy	+538	New	+$25.2K	﹤0.01%	1265
2022 Q3	–	Sell	-97	Closed	-$5K	–	2068
2022 Q2	$5K	Hold	97	–	–	﹤0.01%	1512
2022 Q1	$4K	Buy	97 +2	+2%	+$87	﹤0.01%	1583
2021 Q4	$4K	Buy	+95	New	+$5.17K	﹤0.01%	1634
2019 Q1	–	Sell	-31,000	Closed	-$1.11M	–	1826
2018 Q4	$1.11M	Buy	+31,000	New	+$1.43M	﹤0.01%	546
2016 Q4	–	Sell	-20,200	Closed	-$445K	–	1982
2016 Q3	$445K	Buy	+20,200	New	+$544K	﹤0.01%	808

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 $3.37T AUM 44.26% 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

Bessemer Group's FIZZ Position: Q2 2026 in Review

Bessemer Group increased its National Beverage (FIZZ) stake by 168% in Q2 2026, buying an estimated $6.87K and bringing the position to 314 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Bessemer Group first reported a position in FIZZ in Q3 2016 and has held it in 16 quarters since. The position peaked at $1.11M in Q4 2018. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Bessemer Group held 314 shares of National Beverage worth $10K as of Q2 2026.
Bessemer Group bought 197 National Beverage shares in Q2 2026, an estimated $6.87K.
National Beverage made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2154 holding.
Bessemer Group first reported a position in National Beverage in Q3 2016 and has held it in 16 quarters since.
Bessemer Group's National Beverage position peaked at $1.11M in Q4 2018.
259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.