Curio Wealth’s National Beverage FIZZ Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$67	–	456
2026 Q1	$67	Buy	+2	New	+$69	﹤0.01%	1068

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

Curio Wealth's FIZZ Position: Q2 2026 in Review

Curio Wealth sold out of National Beverage (FIZZ) in Q2 2026, closing a stake of 2 shares — an estimated $67 sold.

Curio Wealth first reported a position in FIZZ in Q1 2026 and held it in 1 quarter. The position peaked at $67 in Q1 2026. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Curio Wealth reported no remaining National Beverage position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 National Beverage shares in Q2 2026, an estimated $67.
Curio Wealth first reported a position in National Beverage in Q1 2026 and held it in 1 quarter.
Curio Wealth's National Beverage position peaked at $67 in Q1 2026.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.