Cornerstone Planning Group
FIZZ icon

Cornerstone Planning Group’s National Beverage FIZZ Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-16
Closed -$498 – 698
2026
Q2 		$498 Sell
16
-9
-36% -$314 ﹤0.01% 1698
2026
Q1 		$873 Buy
+25
New +$867 ﹤0.01% 1503
2025
Q4 		– Sell
-6
Closed -$202 – 1762
2025
Q3 		$202 Sell
6
-23
-79% -$995 ﹤0.01% 1608
2025
Q2 		$1.34K Buy
+29
New +$1.28K ﹤0.01% 1043

Other funds holding FIZZ

Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Cornerstone Planning Group's FIZZ Position: Q3 2026 in Review

Cornerstone Planning Group sold out of National Beverage (FIZZ) in Q3 2026, closing a stake of 16 shares — an estimated $498 sold.

Cornerstone Planning Group first reported a position in FIZZ in Q2 2025 and held it in 4 quarters. The position peaked at $1.34K in Q2 2025. 35 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining National Beverage position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 16 National Beverage shares in Q3 2026, an estimated $498.
  • Cornerstone Planning Group first reported a position in National Beverage in Q2 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's National Beverage position peaked at $1.34K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.