Empowered Funds’s National Beverage FIZZ Stock Holding History

Empowered Funds’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	$244K	Buy	7,823 +59	+0.8%	+$2.06K	﹤0.01%	1942
2026 Q1	$261K	Buy	+7,764	New	+$269K	﹤0.01%	1890
2020 Q4	–	Sell	-37,640	Closed	-$1.28M	–	180
2020 Q3	$1.28M	Buy	+37,640	New	+$1.32M	0.4%	95
2018 Q2	–	Sell	-24,756	Closed	-$1.08M	–	104
2018 Q1	$1.08M	Buy	24,756 +7,074	+40%	+$348K	0.39%	89
2017 Q4	$861K	Buy	17,682 +4,926	+39%	+$253K	0.43%	89
2017 Q3	$791K	Buy	+12,756	New	+$708K	0.51%	70

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

Empowered Funds's FIZZ Position: Q2 2026 in Review

Empowered Funds increased its National Beverage (FIZZ) stake by 0.76% in Q2 2026, buying an estimated $2.06K and bringing the position to 7,823 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Empowered Funds first reported a position in FIZZ in Q3 2017 and has held it in 6 quarters since. The position peaked at $1.28M in Q3 2020. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Empowered Funds held 7,823 shares of National Beverage worth $244K as of Q2 2026.
Empowered Funds bought 59 National Beverage shares in Q2 2026, an estimated $2.06K.
National Beverage made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1942 holding.
Empowered Funds first reported a position in National Beverage in Q3 2017 and has held it in 6 quarters since.
Empowered Funds's National Beverage position peaked at $1.28M in Q3 2020.
259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.