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Bridgewater Associates’s National Beverage FIZZ Stock Holding History

Bridgewater Associates’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
2024
Q4 		– Sell
-15,678
Closed -$736K – 741
2024
Q3 		$736K Sell
15,678
-17,131
-52% -$813K ﹤0.01% 641
2024
Q2 		$1.68M Sell
32,809
-5,639
-15% -$264K 0.01% 565
2024
Q1 		$1.82M Sell
38,448
-5,413
-12% -$265K 0.01% 510
2023
Q4 		$2.18M Sell
43,861
-4,734
-10% -$226K 0.01% 501
2023
Q3 		$2.28M Buy
48,595
+2,601
+6% +$131K 0.01% 483
2023
Q2 		$2.22M Sell
45,994
-2,956
-6% -$148K 0.01% 445
2023
Q1 		$2.58M Sell
48,950
-1,081
-2% -$50.4K 0.02% 423
2022
Q4 		$2.33M Sell
50,031
-16,013
-24% -$752K 0.01% 505
2022
Q3 		$2.54M Sell
66,044
-1,832
-3% -$91.6K 0.01% 511
2022
Q2 		$3.32M Buy
67,876
+3,289
+5% +$153K 0.01% 591
2022
Q1 		$2.81M Buy
64,587
+15,009
+30% +$653K 0.01% 609
2021
Q4 		$2.25M Sell
49,578
-115,830
-70% -$6.3M 0.01% 448
2021
Q3 		$8.68M Sell
165,408
-5,415
-3% -$252K 0.05% 220
2021
Q2 		$8.07M Buy
170,823
+81,867
+92% +$3.97M 0.05% 251
2021
Q1 		$4.35M Buy
88,956
+28,354
+47% +$1.47M 0.04% 232
2020
Q4 		$2.57M Buy
+60,602
New +$2.61M 0.02% 271

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgewater Associates's FIZZ Position: Q4 2024 in Review

Bridgewater Associates sold out of National Beverage (FIZZ) in Q4 2024, closing a stake of 15,678 shares — an estimated $736K sold.

Bridgewater Associates first reported a position in FIZZ in Q4 2020 and held it in 16 quarters. The position peaked at $8.68M in Q3 2021. 221 funds tracked by Wall St. Rank hold FIZZ as of Q4 2024.

  • Bridgewater Associates reported no remaining National Beverage position as of Q4 2024 after selling out during the quarter.
  • Bridgewater Associates sold 15,678 National Beverage shares in Q4 2024, an estimated $736K.
  • Bridgewater Associates first reported a position in National Beverage in Q4 2020 and held it in 16 quarters.
  • Bridgewater Associates's National Beverage position peaked at $8.68M in Q3 2021.
  • 221 funds tracked by Wall St. Rank held National Beverage as of Q4 2024.

Based on Bridgewater Associates's 13F filing for Q4 2024, filed 13 Feb 2025.