CAL
FIZZ icon

Capital Advisors Ltd’s National Beverage FIZZ Stock Holding History

Capital Advisors Ltd’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
2025
Q1 		– Sell
-5
Closed – – 1415
2024
Q4 		$0 Hold
5
– – ﹤0.01% 1443
2024
Q3 		$0 Hold
5
– – ﹤0.01% 1457
2024
Q2 		$0 Hold
5
– – ﹤0.01% 1472
2024
Q1 		$0 Hold
5
– – ﹤0.01% 1419
2023
Q4 		$0 Hold
5
– – ﹤0.01% 1352
2023
Q3 		$0 Hold
5
– – ﹤0.01% 1343
2023
Q2 		$0 Hold
5
– – ﹤0.01% 1370
2023
Q1 		$0 Hold
5
– – ﹤0.01% 1314
2022
Q4 		$0 Hold
5
– – ﹤0.01% 1352
2022
Q3 		$0 Buy
+5
New +$250 ﹤0.01% 1314

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

Capital Advisors Ltd's FIZZ Position: Q1 2025 in Review

Capital Advisors Ltd sold out of National Beverage (FIZZ) in Q1 2025, closing a stake of 5 shares.

Capital Advisors Ltd first reported a position in FIZZ in Q3 2022 and held it in 10 quarters. The position peaked at $0 in Q4 2024. 238 funds tracked by Wall St. Rank hold FIZZ as of Q1 2025.

  • Capital Advisors Ltd reported no remaining National Beverage position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 5 National Beverage shares in Q1 2025.
  • Capital Advisors Ltd first reported a position in National Beverage in Q3 2022 and held it in 10 quarters.
  • Capital Advisors Ltd's National Beverage position peaked at $0 in Q4 2024.
  • 238 funds tracked by Wall St. Rank held National Beverage as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.