Franklin Resources
FIZZ icon

Franklin Resources’s National Beverage FIZZ Stock Holding History

Franklin Resources’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
Q1 		$375K Sell
11,152
-1,878
-14% -$65.1K ﹤0.01% 2574
2025
Q4 		$416K Buy
13,030
+2,940
+29% +$101K ﹤0.01% 2482
2025
Q3 		$373K Buy
10,090
+2,184
+28% +$94.5K ﹤0.01% 2566
2025
Q2 		$342K Sell
7,906
-391
-5% -$17.2K ﹤0.01% 2507
2025
Q1 		$345K Buy
+8,297
New +$342K ﹤0.01% 2417
2024
Q4 		– Sell
-11,547
Closed -$528K – 2957
2024
Q3 		$528K Buy
11,547
+383
+3% +$18.2K ﹤0.01% 2262
2024
Q2 		$572K Buy
11,164
+905
+9% +$42.3K ﹤0.01% 2168
2024
Q1 		$487K Sell
10,259
-5,910
-37% -$289K ﹤0.01% 2260
2023
Q4 		$804K Buy
16,169
+2,885
+22% +$138K ﹤0.01% 1734
2023
Q3 		$625K Sell
13,284
-124
-0.9% -$6.25K ﹤0.01% 1810
2023
Q2 		$648K Buy
+13,408
New +$673K ﹤0.01% 1848

Other funds holding FIZZ

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return