CIBC Private Wealth Group’s National Beverage FIZZ Stock Holding History

CIBC Private Wealth Group’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	$159	Buy	+5	New	+$172	﹤0.01%	3255
2024 Q3	–	Sell	-51	Closed	-$2.66K	–	3174
2024 Q2	$2.66K	Hold	51	–	–	﹤0.01%	2693
2024 Q1	$2.52K	Buy	+51	New	+$2.5K	﹤0.01%	2695
2018 Q3	–	Sell	-1,200	Closed	-$64K	–	1213
2018 Q2	$64K	Hold	1,200	–	–	﹤0.01%	1116
2018 Q1	$53K	Hold	1,200	–	–	﹤0.01%	1141
2017 Q4	$58K	Buy	+1,200	New	+$61.5K	﹤0.01%	1138

Other funds holding FIZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CIBC Private Wealth Group's FIZZ Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in National Beverage (FIZZ) in Q4 2025: 5 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #3255 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in FIZZ as recently as Q2 2024.

CIBC Private Wealth Group first reported a position in FIZZ in Q4 2017 and has held it in 6 quarters since. The position peaked at $64K in Q2 2018. 230 funds tracked by Wall St. Rank hold FIZZ as of Q4 2025.

CIBC Private Wealth Group held 5 shares of National Beverage worth $159 as of Q4 2025.
National Beverage was a new CIBC Private Wealth Group position in Q4 2025.
National Beverage made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3255 holding.
CIBC Private Wealth Group first reported a position in National Beverage in Q4 2017 and has held it in 6 quarters since.
CIBC Private Wealth Group's National Beverage position peaked at $64K in Q2 2018.
230 funds tracked by Wall St. Rank held National Beverage as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.