Gilpin Wealth Management’s National Beverage FIZZ Stock Holding History

Gilpin Wealth Management’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 Q3	–	Sell	-3	Closed	-$94	–	1446
2026 Q2	$94	Hold	3	–	–	﹤0.01%	1022
2026 Q1	$101	Buy	+3	New	+$104	﹤0.01%	949

Other funds holding FIZZ

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's FIZZ Position: Q3 2026 in Review

Gilpin Wealth Management sold out of National Beverage (FIZZ) in Q3 2026, closing a stake of 3 shares — an estimated $94 sold.

Gilpin Wealth Management first reported a position in FIZZ in Q1 2026 and held it in 2 quarters. The position peaked at $101 in Q1 2026. 6 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

Gilpin Wealth Management reported no remaining National Beverage position as of Q3 2026 after selling out during the quarter.
Gilpin Wealth Management sold 3 National Beverage shares in Q3 2026, an estimated $94.
Gilpin Wealth Management first reported a position in National Beverage in Q1 2026 and held it in 2 quarters.
Gilpin Wealth Management's National Beverage position peaked at $101 in Q1 2026.
6 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.