Carson Wealth (CWM LLC)
FIZZ icon

Carson Wealth (CWM LLC)’s National Beverage FIZZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$167K Buy
4,949
+2,732
+123% +$94.7K ﹤0.01% 2880
2025
Q4 		$71K Buy
2,217
+985
+80% +$33.9K ﹤0.01% 3339
2025
Q3 		$45K Buy
1,232
+185
+18% +$8.01K ﹤0.01% 3617
2025
Q2 		$45K Sell
1,047
-502
-32% -$22.1K ﹤0.01% 3363
2025
Q1 		$64K Buy
1,549
+722
+87% +$29.7K ﹤0.01% 2764
2024
Q4 		$35K Buy
827
+117
+16% +$5.47K ﹤0.01% 3052
2024
Q3 		$33K Sell
710
-40
-5% -$1.9K ﹤0.01% 3022
2024
Q2 		$38K Buy
750
+110
+17% +$5.14K ﹤0.01% 2657
2024
Q1 		$30K Sell
640
-5
-0.8% -$245 ﹤0.01% 2637
2023
Q4 		$32K Buy
645
+164
+34% +$7.85K ﹤0.01% 2468
2023
Q3 		$23K Buy
481
+152
+46% +$7.67K ﹤0.01% 2598
2023
Q2 		$16K Buy
329
+15
+5% +$753 ﹤0.01% 2778
2023
Q1 		$17K Buy
314
+3
+1% +$140 ﹤0.01% 2613
2022
Q4 		$14K Buy
311
+100
+47% +$4.69K ﹤0.01% 2603
2022
Q3 		$8K Buy
211
+7
+3% +$350 ﹤0.01% 2809
2022
Q2 		$10K Buy
204
+164
+410% +$7.65K ﹤0.01% 2574
2022
Q1 		$2K Hold
40
– – ﹤0.01% 3165
2021
Q4 		$2K Buy
+40
New +$2.18K ﹤0.01% 3119

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FIZZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its National Beverage (FIZZ) stake by 123% in Q1 2026, buying an estimated $94.7K and bringing the position to 4,949 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

Carson Wealth (CWM LLC) first reported a position in FIZZ in Q4 2021 and has held it in 18 quarters since. 241 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,949 shares of National Beverage worth $167K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,732 National Beverage shares in Q1 2026, an estimated $94.7K.
  • National Beverage made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2880 holding.
  • Carson Wealth (CWM LLC) first reported a position in National Beverage in Q4 2021 and has held it in 18 quarters since.
  • 241 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.