C
FIZZ icon

Covestor’s National Beverage FIZZ Stock Holding History

Covestor’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
Q1 		$77K Sell
2,286
-1,693
-43% -$58.7K 0.05% 419
2025
Q4 		$127K Buy
3,979
+604
+18% +$20.8K 0.07% 432
2025
Q3 		$124K Buy
3,375
+284
+9% +$12.3K 0.07% 452
2025
Q2 		$133K Sell
3,091
-330
-10% -$14.5K 0.08% 384
2025
Q1 		$142K Buy
3,421
+427
+14% +$17.6K 0.1% 282
2024
Q4 		$128K Buy
2,994
+375
+14% +$17.5K 0.08% 364
2024
Q3 		$123K Sell
2,619
-563
-18% -$26.7K 0.08% 399
2024
Q2 		$163K Buy
3,182
+202
+7% +$9.45K 0.11% 235
2024
Q1 		$141K Buy
2,980
+172
+6% +$8.41K 0.09% 310
2023
Q4 		$140K Buy
2,808
+187
+7% +$8.95K 0.1% 287
2023
Q3 		$123K Buy
2,621
+299
+13% +$15.1K 0.09% 307
2023
Q2 		$113K Buy
2,322
+156
+7% +$7.83K 0.09% 363
2023
Q1 		$114K Buy
2,166
+2
+0.1% +$93 0.1% 307
2022
Q4 		$101K Buy
2,164
+310
+17% +$14.5K 0.08% 381
2022
Q3 		$71K Sell
1,854
-319
-15% -$15.9K 0.06% 543
2022
Q2 		$106K Buy
2,173
+2,160
+16,615% +$101K 0.09% 384
2022
Q1 		$1K Sell
13
-1,008
-99% -$43.8K ﹤0.01% 1815
2021
Q4 		$46K Buy
+1,021
New +$55.6K 0.06% 590

Other funds holding FIZZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return