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 Q2	$8.23M	Buy	263,675 +102,669	+64%	+$3.58M	﹤0.01%	1027
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
2015 Q1	–	Sell	-400	Closed	-$5K	–	4277
2014 Q4	$5K	Buy	+400	New	+$4.79K	﹤0.01%	3485

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Creative Planning's FIZZ Position: Q2 2026 in Review

Creative Planning increased its National Beverage (FIZZ) stake by 64% in Q2 2026, buying an estimated $3.58M and bringing the position to 263,675 shares worth $8.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Creative Planning first reported a position in FIZZ in Q4 2014 and has held it in 13 quarters since. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Creative Planning held 263,675 shares of National Beverage worth $8.23M as of Q2 2026.
Creative Planning bought 102,669 National Beverage shares in Q2 2026, an estimated $3.58M.
National Beverage made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1027 holding.
Creative Planning first reported a position in National Beverage in Q4 2014 and has held it in 13 quarters since.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.