Capstone Investment Advisors
FIZZ icon

Capstone Investment Advisors’s National Beverage FIZZ Stock Holding History

Capstone 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 		$692K Buy
+22,181
New +$773K ﹤0.01% 1093
2024
Q4 		– Sell
-9,298
Closed -$436K – 1904
2024
Q3 		$436K Buy
+9,298
New +$441K ﹤0.01% 1257
2017
Q1 		– Sell
-16,000
Closed -$408K – 963
2016
Q4 		$408K Buy
+16,000
New +$392K 0.01% 645

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 $3.38T AUM 44.17% 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

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

Capstone Investment Advisors opened a new position in National Beverage (FIZZ) in Q2 2026: 22,181 shares worth $692K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in FIZZ as recently as Q3 2024.

Capstone Investment Advisors first reported a position in FIZZ in Q4 2016 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Capstone Investment Advisors held 22,181 shares of National Beverage worth $692K as of Q2 2026.
  • National Beverage was a new Capstone Investment Advisors position in Q2 2026.
  • National Beverage made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1093 holding.
  • Capstone Investment Advisors first reported a position in National Beverage in Q4 2016 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.