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Global Financial Private Client’s National Beverage FIZZ Stock Holding History

Global Financial Private Client’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
-11
Closed -$457 – 706
2025
Q1 		$457 Buy
11
+7
+175% +$288 ﹤0.01% 1309
2024
Q4 		$171 Buy
+4
New +$187 ﹤0.01% 1331

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Global Financial Private Client's FIZZ Position: Q2 2025 in Review

Global Financial Private Client sold out of National Beverage (FIZZ) in Q2 2025, closing a stake of 11 shares — an estimated $457 sold.

Global Financial Private Client first reported a position in FIZZ in Q4 2024 and held it in 2 quarters. The position peaked at $457 in Q1 2025. 233 funds tracked by Wall St. Rank hold FIZZ as of Q2 2025.

  • Global Financial Private Client reported no remaining National Beverage position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 11 National Beverage shares in Q2 2025, an estimated $457.
  • Global Financial Private Client first reported a position in National Beverage in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's National Beverage position peaked at $457 in Q1 2025.
  • 233 funds tracked by Wall St. Rank held National Beverage as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.