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
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 $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Global Retirement Partners's FIZZ Position: Q4 2025 in Review

Global Retirement Partners held its National Beverage (FIZZ) position steady in Q4 2025 at 42 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3820.

Global Retirement Partners first reported a position in FIZZ in Q4 2016 and has held it in 12 quarters since. The position peaked at $3.18K in Q1 2024. 230 funds tracked by Wall St. Rank hold FIZZ as of Q4 2025.

Global Retirement Partners held 42 shares of National Beverage worth $1.34K as of Q4 2025.
Global Retirement Partners left its National Beverage share count unchanged in Q4 2025.
National Beverage made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3820 holding.
Global Retirement Partners first reported a position in National Beverage in Q4 2016 and has held it in 12 quarters since.
Global Retirement Partners's National Beverage position peaked at $3.18K in Q1 2024.
230 funds tracked by Wall St. Rank held National Beverage as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.