Cerity Partners
FIZZ icon

Cerity Partners’s National Beverage FIZZ Stock Holding History

Cerity Partners’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 		$259K Buy
8,309
+1,004
+14% +$35K ﹤0.01% 2893
2026
Q1 		$246K Buy
+7,305
New +$253K ﹤0.01% 2752
2025
Q2 		– Sell
-187,442
Closed -$7.79M – 2681
2025
Q1 		$7.79M Sell
187,442
-11,495
-6% -$473K 0.02% 578
2024
Q4 		$8.49M Buy
198,937
+19,363
+11% +$905K 0.02% 540
2024
Q3 		$8.43M Buy
179,574
+2,931
+2% +$139K 0.02% 544
2024
Q2 		$9.05M Buy
+176,643
New +$8.26M 0.02% 446
2019
Q3 		– Sell
-16,848
Closed -$376K – 484
2019
Q2 		$376K Buy
16,848
+4,478
+36% +$115K 0.02% 361
2019
Q1 		$357K Buy
+12,370
New +$440K 0.02% 381
2017
Q4 		– Sell
-11,546
Closed -$716K – 569
2017
Q3 		$716K Buy
11,546
+2,136
+23% +$118K 0.05% 274
2017
Q2 		$210K Sell
9,410
-1,880
-17% -$83.7K 0.02% 329
2017
Q1 		$477K Buy
+11,290
New +$340K 0.04% 267

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

Cerity Partners's FIZZ Position: Q2 2026 in Review

Cerity Partners increased its National Beverage (FIZZ) stake by 14% in Q2 2026, buying an estimated $35K and bringing the position to 8,309 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Cerity Partners first reported a position in FIZZ in Q1 2017 and has held it in 11 quarters since. The position peaked at $9.05M in Q2 2024. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Cerity Partners held 8,309 shares of National Beverage worth $259K as of Q2 2026.
  • Cerity Partners bought 1,004 National Beverage shares in Q2 2026, an estimated $35K.
  • National Beverage made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2893 holding.
  • Cerity Partners first reported a position in National Beverage in Q1 2017 and has held it in 11 quarters since.
  • Cerity Partners's National Beverage position peaked at $9.05M in Q2 2024.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.