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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
Q2 		$94 Hold
3
– – ﹤0.01% 1022
2026
Q1 		$101 Buy
+3
New +$104 ﹤0.01% 949

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Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilpin Wealth Management's FIZZ Position: Q2 2026 in Review

Gilpin Wealth Management held its National Beverage (FIZZ) position steady in Q2 2026 at 3 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Gilpin Wealth Management first reported a position in FIZZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $101 in Q1 2026. 257 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Gilpin Wealth Management held 3 shares of National Beverage worth $94 as of Q2 2026.
  • Gilpin Wealth Management left its National Beverage share count unchanged in Q2 2026.
  • National Beverage made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1022 holding.
  • Gilpin Wealth Management first reported a position in National Beverage in Q1 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's National Beverage position peaked at $101 in Q1 2026.
  • 257 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

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