Harbour Investments’s National Beverage FIZZ Stock Holding History

Harbour Investments’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	$967	Buy	31 +19	+158%	+$662	﹤0.01%	4228
2026 Q1	$404	Hold	12	–	–	﹤0.01%	4292
2025 Q4	$383	Sell	12 -7	-37%	-$241	﹤0.01%	3588
2025 Q3	$701	Hold	19	–	–	﹤0.01%	3466
2025 Q2	$822	Buy	19 +7	+58%	+$308	﹤0.01%	3309
2025 Q1	$498	Hold	12	–	–	﹤0.01%	3342
2024 Q4	$512	Hold	12	–	–	﹤0.01%	3280
2024 Q3	$563	Hold	12	–	–	﹤0.01%	3187
2024 Q2	$615	Hold	12	–	–	﹤0.01%	3064
2024 Q1	$570	Hold	12	–	–	﹤0.01%	3012
2023 Q4	$597	Hold	12	–	–	﹤0.01%	2898
2023 Q3	$564	Hold	12	–	–	﹤0.01%	2790
2023 Q2	$580	Hold	12	–	–	﹤0.01%	2794
2023 Q1	$633	Hold	12	–	–	﹤0.01%	2770
2022 Q4	$558	Hold	12	–	–	﹤0.01%	2783
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	2565
2022 Q2	$1K	Buy	+12	New	+$560	﹤0.01%	2565
2021 Q4	$1K	Sell	12 -20	-63%	-$1.09K	﹤0.01%	2503
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	3300
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	3372
2021 Q1	$2K	Buy	+32	New	+$1.66K	﹤0.01%	3211

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

Harbour Investments's FIZZ Position: Q2 2026 in Review

Harbour Investments increased its National Beverage (FIZZ) stake by 158% in Q2 2026, buying an estimated $662 and bringing the position to 31 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #4228.

Harbour Investments first reported a position in FIZZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $2K in Q3 2021. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Harbour Investments held 31 shares of National Beverage worth $967 as of Q2 2026.
Harbour Investments bought 19 National Beverage shares in Q2 2026, an estimated $662.
National Beverage made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4228 holding.
Harbour Investments first reported a position in National Beverage in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's National Beverage position peaked at $2K in Q3 2021.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.