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Edgestream Partners’s National Beverage FIZZ Stock Holding History

Edgestream Partners’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
-31,484
Closed -$1.06M – 1022
2026
Q1 		$1.06M Buy
+31,484
New +$1.09M 0.03% 620
2025
Q4 		– Sell
-24,594
Closed -$908K – 1016
2025
Q3 		$908K Sell
24,594
-25,162
-51% -$1.09M 0.03% 646
2025
Q2 		$2.15M Sell
49,756
-126,038
-72% -$5.55M 0.06% 518
2025
Q1 		$7.3M Buy
+175,794
New +$7.24M 0.25% 114
2023
Q3 		– Sell
-11,776
Closed -$569K – 861
2023
Q2 		$569K Buy
+11,776
New +$591K 0.05% 498

Other funds holding FIZZ

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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 $3.37T AUM 44.26% 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

Edgestream Partners's FIZZ Position: Q2 2026 in Review

Edgestream Partners sold out of National Beverage (FIZZ) in Q2 2026, closing a stake of 31,484 shares — an estimated $1.06M sold.

Edgestream Partners first reported a position in FIZZ in Q2 2023 and held it in 5 quarters. The position peaked at $7.3M in Q1 2025. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Edgestream Partners reported no remaining National Beverage position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 31,484 National Beverage shares in Q2 2026, an estimated $1.06M.
  • Edgestream Partners first reported a position in National Beverage in Q2 2023 and held it in 5 quarters.
  • Edgestream Partners's National Beverage position peaked at $7.3M in Q1 2025.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.