EverSource Wealth Advisors’s National Beverage FIZZ Stock Holding History

EverSource 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	$12.4K	Sell	399 -298	-43%	-$10.4K	﹤0.01%	2771
2026 Q1	$23.5K	Buy	697 +433	+164%	+$15K	﹤0.01%	2406
2025 Q4	$8.42K	Buy	264 +69	+35%	+$2.37K	﹤0.01%	2882
2025 Q3	$7.2K	Sell	195 -108	-36%	-$4.67K	﹤0.01%	2984
2025 Q2	$13.1K	Buy	303 +212	+233%	+$9.33K	﹤0.01%	2621
2025 Q1	$3.78K	Buy	91 +21	+30%	+$865	﹤0.01%	2631
2024 Q4	$2.99K	Buy	70 +55	+367%	+$2.57K	﹤0.01%	2563
2024 Q3	$704	Hold	15	–	–	﹤0.01%	2790
2024 Q2	$732	Buy	15 +6	+67%	+$281	﹤0.01%	2798
2024 Q1	$401	Sell	9 -2	-18%	-$98	﹤0.01%	2760
2023 Q4	$547	Buy	+11	New	+$526	﹤0.01%	2506
2023 Q3	–	Sell	-19	Closed	-$919	–	2558
2023 Q2	$919	Buy	+19	New	+$954	﹤0.01%	2257
2022 Q3	–	Sell	-126	Closed	-$6K	–	2013
2022 Q2	$6K	Hold	126	–	–	﹤0.01%	1195
2022 Q1	$5K	Buy	+126	New	+$5.48K	﹤0.01%	1243

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

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

EverSource Wealth Advisors reduced its National Beverage (FIZZ) stake by 43% in Q2 2026, selling an estimated $10.4K and leaving 399 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

EverSource Wealth Advisors first reported a position in FIZZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $23.5K in Q1 2026. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

EverSource Wealth Advisors held 399 shares of National Beverage worth $12.4K as of Q2 2026.
EverSource Wealth Advisors sold 298 National Beverage shares in Q2 2026, an estimated $10.4K.
National Beverage made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2771 holding.
EverSource Wealth Advisors first reported a position in National Beverage in Q1 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's National Beverage position peaked at $23.5K in Q1 2026.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.