Creative Planning
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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
2016
Q3 		– Sell
-400
Closed -$3K – 4621
2016
Q2 		$3K Buy
+400
New +$10.2K ﹤0.01% 3874

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T 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 $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's FIZZ Position: Q1 2026 in Review

Creative Planning increased its National Beverage (FIZZ) stake by 74% in Q1 2026, buying an estimated $2.38M and bringing the position to 161,006 shares worth $5.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Creative Planning first reported a position in FIZZ in Q4 2014 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

  • Creative Planning held 161,006 shares of National Beverage worth $5.42M as of Q1 2026.
  • Creative Planning bought 68,563 National Beverage shares in Q1 2026, an estimated $2.38M.
  • National Beverage made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1138 holding.
  • Creative Planning first reported a position in National Beverage in Q4 2014 and has held it in 12 quarters since.
  • 240 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.