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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
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

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

Cornerstone Planning Group's FIZZ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its National Beverage (FIZZ) stake by 36% in Q2 2026, selling an estimated $314 and leaving 16 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Cornerstone Planning Group first reported a position in FIZZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.34K in Q2 2025. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Cornerstone Planning Group held 16 shares of National Beverage worth $498 as of Q2 2026.
  • Cornerstone Planning Group sold 9 National Beverage shares in Q2 2026, an estimated $314.
  • National Beverage made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1698 holding.
  • Cornerstone Planning Group first reported a position in National Beverage in Q2 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's National Beverage position peaked at $1.34K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.