CI Investments Inc
FIZZ icon

CI Investments Inc’s National Beverage FIZZ Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-63
Closed -$2K – 870
2025
Q3 		$2K Buy
63
+14
+29% +$606 ﹤0.01% 1278
2025
Q2 		$2K Buy
49
+16
+48% +$704 ﹤0.01% 1289
2025
Q1 		$1K Sell
33
-3
-8% -$124 ﹤0.01% 1301
2024
Q4 		$2K Buy
36
+32
+800% +$1.5K ﹤0.01% 1295
2024
Q3 		$0 Buy
+4
New +$190 ﹤0.01% 1281

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Vanguard Group
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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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CI Investments Inc's FIZZ Position: Q4 2025 in Review

CI Investments Inc sold out of National Beverage (FIZZ) in Q4 2025, closing a stake of 63 shares — an estimated $2K sold.

CI Investments Inc first reported a position in FIZZ in Q3 2024 and held it in 5 quarters. The position peaked at $2K in Q3 2025. 230 funds tracked by Wall St. Rank hold FIZZ as of Q4 2025.

  • CI Investments Inc reported no remaining National Beverage position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 63 National Beverage shares in Q4 2025, an estimated $2K.
  • CI Investments Inc first reported a position in National Beverage in Q3 2024 and held it in 5 quarters.
  • CI Investments Inc's National Beverage position peaked at $2K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held National Beverage as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.