Financial Harvest’s National Beverage FIZZ Stock Holding History

Financial Harvest’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
2025 Q2	–	Sell	-3,890	Closed	-$257K	–	71
2025 Q1	$257K	Buy	+3,890	New	+$160K	0.21%	42

Other funds holding FIZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Financial Harvest's FIZZ Position: Q2 2025 in Review

Financial Harvest sold out of National Beverage (FIZZ) in Q2 2025, closing a stake of 3,890 shares — an estimated $257K sold.

Financial Harvest first reported a position in FIZZ in Q1 2025 and held it in 1 quarter. The position peaked at $257K in Q1 2025. 233 funds tracked by Wall St. Rank hold FIZZ as of Q2 2025.

Financial Harvest reported no remaining National Beverage position as of Q2 2025 after selling out during the quarter.
Financial Harvest sold 3,890 National Beverage shares in Q2 2025, an estimated $257K.
Financial Harvest first reported a position in National Beverage in Q1 2025 and held it in 1 quarter.
Financial Harvest's National Beverage position peaked at $257K in Q1 2025.
233 funds tracked by Wall St. Rank held National Beverage as of Q2 2025.

Based on Financial Harvest's 13F filing for Q2 2025, filed 14 Jul 2025.