Golden State Wealth Management’s National Beverage FIZZ Stock Holding History

Golden State 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	$1.31K	Hold	42	–	–	﹤0.01%	1453
2026 Q1	$1.41K	Sell	42 -94	-69%	-$3.26K	﹤0.01%	1398
2025 Q4	$4.34K	Sell	136 -274	-67%	-$9.42K	﹤0.01%	1261
2025 Q3	$15.1K	Hold	410	–	–	﹤0.01%	988
2025 Q2	$17.7K	Hold	410	–	–	﹤0.01%	918
2025 Q1	$17K	Hold	410	–	–	﹤0.01%	843
2024 Q4	$17.5K	Buy	+410	New	+$19.2K	﹤0.01%	799
2021 Q4	–	Sell	-200	Closed	-$10K	–	367
2021 Q3	$10K	Buy	+200	New	+$9.31K	﹤0.01%	301
2019 Q2	–	Sell	-1,394	Closed	-$40K	–	1091
2019 Q1	$40K	Buy	+1,394	New	+$49.6K	0.01%	502

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

Golden State Wealth Management's FIZZ Position: Q2 2026 in Review

Golden State Wealth Management held its National Beverage (FIZZ) position steady in Q2 2026 at 42 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Golden State Wealth Management first reported a position in FIZZ in Q1 2019 and has held it in 9 quarters since. The position peaked at $40K in Q1 2019. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Golden State Wealth Management held 42 shares of National Beverage worth $1.31K as of Q2 2026.
Golden State Wealth Management left its National Beverage share count unchanged in Q2 2026.
National Beverage made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1453 holding.
Golden State Wealth Management first reported a position in National Beverage in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's National Beverage position peaked at $40K in Q1 2019.
259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.