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EP Wealth Advisors’s National Beverage FIZZ Stock Holding History

EP Wealth Advisors’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
-9,363
Closed -$315K – 1776
2026
Q1 		$315K Buy
9,363
+1,563
+20% +$54.2K ﹤0.01% 1130
2025
Q4 		$249K Buy
+7,800
New +$268K ﹤0.01% 1249
2025
Q2 		$298K Buy
6,898
+172
+3% +$7.57K ﹤0.01% 1022
2025
Q1 		$279K Buy
+6,726
New +$277K ﹤0.01% 949

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 $3.37T 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

EP Wealth Advisors's FIZZ Position: Q2 2026 in Review

EP Wealth Advisors sold out of National Beverage (FIZZ) in Q2 2026, closing a stake of 9,363 shares — an estimated $315K sold.

EP Wealth Advisors first reported a position in FIZZ in Q1 2025 and held it in 4 quarters. The position peaked at $315K in Q1 2026. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • EP Wealth Advisors reported no remaining National Beverage position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,363 National Beverage shares in Q2 2026, an estimated $315K.
  • EP Wealth Advisors first reported a position in National Beverage in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's National Beverage position peaked at $315K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.