Evergreen Capital Management’s National Beverage FIZZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$387K Buy
12,391
+4,283
+53% +$149K 0.01% 1054
2026
Q1
$273K Sell
8,108
-6,412
-44% -$222K 0.01% 1190
2025
Q4
$463K Buy
+14,520
New +$499K 0.01% 792

Other funds holding FIZZ

Evergreen Capital Management's FIZZ Position: Q2 2026 in Review

Evergreen Capital Management increased its National Beverage (FIZZ) stake by 53% in Q2 2026, buying an estimated $149K and bringing the position to 12,391 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #1054.

Evergreen Capital Management first reported a position in FIZZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $463K in Q4 2025. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Evergreen Capital Management held 12,391 shares of National Beverage worth $387K as of Q2 2026.
  • Evergreen Capital Management bought 4,283 National Beverage shares in Q2 2026, an estimated $149K.
  • National Beverage made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1054 holding.
  • Evergreen Capital Management first reported a position in National Beverage in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's National Beverage position peaked at $463K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.