GAMMA Investing’s National Beverage FIZZ Stock Holding History

GAMMA Investing’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	$370K	Buy	11,843 +3,948	+50%	+$138K	0.01%	823
2026 Q1	$266K	Buy	7,895 +4,861	+160%	+$169K	0.01%	922
2025 Q4	$96.8K	Sell	3,034 -1,065	-26%	-$36.6K	﹤0.01%	1599
2025 Q3	$151K	Sell	4,099 -930	-18%	-$40.3K	0.01%	1180
2025 Q2	$217K	Buy	5,029 +2,969	+144%	+$131K	0.01%	860
2025 Q1	$85.6K	Buy	2,060 +466	+29%	+$19.2K	0.01%	1394
2024 Q4	$68K	Buy	1,594 +484	+44%	+$22.6K	0.01%	1402
2024 Q3	$52.1K	Buy	1,110 +1	+0.1%	+$47	0.01%	1469
2024 Q2	$56.8K	Buy	1,109 +344	+45%	+$16.1K	0.01%	1108
2024 Q1	$36.3K	Buy	765 +36	+5%	+$1.76K	0.01%	1242
2023 Q4	$33.7K	Buy	+729	New	+$34.9K	0.01%	1155

Other funds holding FIZZ

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return