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 $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 $3.38T AUM 44.17% 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

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. 259 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.
  • 259 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.