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Essential Partners’s National Beverage FIZZ Stock Holding History

Essential 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
Q3 		$642 Sell
22
-14
-39% -$442 ﹤0.01% 2323
2026
Q2 		$1.12K Hold
36
– – ﹤0.01% 2192
2026
Q1 		$1.21K Buy
+36
New +$1.25K ﹤0.01% 2184

Other funds holding FIZZ

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's FIZZ Position: Q3 2026 in Review

Essential Partners reduced its National Beverage (FIZZ) stake by 39% in Q3 2026, selling an estimated $442 and leaving 22 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Essential Partners first reported a position in FIZZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.21K in Q1 2026. 14 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

  • Essential Partners held 22 shares of National Beverage worth $642 as of Q3 2026.
  • Essential Partners sold 14 National Beverage shares in Q3 2026, an estimated $442.
  • National Beverage made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2323 holding.
  • Essential Partners first reported a position in National Beverage in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's National Beverage position peaked at $1.21K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.