Global Retirement Partners’s National Beverage FIZZ Stock Holding History

Global Retirement Partners’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	$2.15K	Buy	+69	New	+$2.4K	﹤0.01%	3989
2025 Q4	$1.34K	Hold	42	–	–	﹤0.01%	3820
2025 Q3	$1.55K	Hold	42	–	–	﹤0.01%	3395
2025 Q2	$1.82K	Buy	+42	New	+$1.85K	﹤0.01%	3274
2024 Q4	$1.79K	Hold	42	–	–	﹤0.01%	3113
2024 Q3	$1.97K	Sell	42 -15	-26%	-$712	﹤0.01%	2944
2024 Q2	$2.92K	Sell	57 -10	-15%	-$468	﹤0.01%	2828
2024 Q1	$3.18K	Hold	67	–	–	﹤0.01%	2563
2023 Q4	$3.13K	Buy	67 +3	+5%	+$144	﹤0.01%	2503
2023 Q3	$3.03K	Buy	64 +42	+191%	+$2.12K	﹤0.01%	2370
2023 Q2	$1.06K	Hold	22	–	–	﹤0.01%	2766
2023 Q1	$1.17K	Buy	+22	New	+$1.02K	﹤0.01%	2684
2017 Q1	–	Sell	-46	Closed	-$1K	–	1108
2016 Q4	$1K	Buy	+46	New	+$1.13K	﹤0.01%	1001

Other funds holding FIZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's FIZZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in National Beverage (FIZZ) in Q2 2026: 69 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #3989 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FIZZ as recently as Q4 2025.

Global Retirement Partners first reported a position in FIZZ in Q4 2016 and has held it in 13 quarters since. The position peaked at $3.18K in Q1 2024. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Global Retirement Partners held 69 shares of National Beverage worth $2.15K as of Q2 2026.
National Beverage was a new Global Retirement Partners position in Q2 2026.
National Beverage made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3989 holding.
Global Retirement Partners first reported a position in National Beverage in Q4 2016 and has held it in 13 quarters since.
Global Retirement Partners's National Beverage position peaked at $3.18K in Q1 2024.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.