BCM
FIZZ icon

Boreal Capital Management’s National Beverage FIZZ Stock Holding History

Boreal Capital Management’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 		$12.5K Hold
400
– – 0.01% 301
2026
Q1 		$13.5K Hold
400
– – 0.01% 291
2025
Q4 		$12.8K Hold
400
– – 0.01% 311
2025
Q3 		$14.8K Hold
400
– – 0.01% 311
2025
Q2 		$17.3K Buy
+400
New +$17.6K 0.01% 286

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

Boreal Capital Management's FIZZ Position: Q2 2026 in Review

Boreal Capital Management held its National Beverage (FIZZ) position steady in Q2 2026 at 400 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #301.

Boreal Capital Management first reported a position in FIZZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.3K in Q2 2025. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Boreal Capital Management held 400 shares of National Beverage worth $12.5K as of Q2 2026.
  • Boreal Capital Management left its National Beverage share count unchanged in Q2 2026.
  • National Beverage made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #301 holding.
  • Boreal Capital Management first reported a position in National Beverage in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's National Beverage position peaked at $17.3K in Q2 2025.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.