Creative Planning
FIZZ icon

Creative Planning’s National Beverage FIZZ Stock Holding History

Creative Planning’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 		$5.42M Buy
161,006
+68,563
+74% +$2.38M ﹤0.01% 1138
2025
Q4 		$2.95M Buy
92,443
+77,281
+510% +$2.66M ﹤0.01% 1390
2025
Q3 		$560K Sell
15,162
-2,670
-15% -$116K ﹤0.01% 2613
2025
Q2 		$771K Buy
17,832
+12,777
+253% +$562K ﹤0.01% 2072
2025
Q1 		$210K Buy
+5,055
New +$208K ﹤0.01% 3026
2023
Q2 		– Sell
-12
Closed -$633 – 2711
2023
Q1 		$633 Buy
+12
New +$559 ﹤0.01% 2566
2017
Q3 		– Sell
-1,540
Closed -$72K – 2505
2017
Q2 		$72K Buy
1,540
+900
+141% +$40.1K ﹤0.01% 2218
2017
Q1 		$27K Buy
640
+40
+7% +$1.2K ﹤0.01% 2910
2016
Q4 		$15K Hold
600
– – ﹤0.01% 3265
2016
Q3 		$13K Buy
600
+44
+8% +$1.18K ﹤0.01% 3322
2016
Q2 		$17K Buy
+556
New +$14.2K ﹤0.01% 2905
2016
Q1 		– Hold
0
– – – 4387
2015
Q4 		– Hold
0
– – – 4457
2015
Q1 		– Sell
-400
Closed -$5K – 4278
2014
Q4 		$5K Buy
+400
New +$4.79K ﹤0.01% 3485

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