HIA
FIZZ icon

HFM Investment Advisors’s National Beverage FIZZ Stock Holding History

HFM Investment Advisors’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
Q1 		$135 Buy
4
+2
+100% +$69 ﹤0.01% 1079
2025
Q4 		$64 Sell
2
-2
-50% -$69 ﹤0.01% 1211
2025
Q3 		$148 Sell
4
-2
-33% -$87 ﹤0.01% 1081
2025
Q2 		$259 Buy
6
+4
+200% +$176 ﹤0.01% 903
2025
Q1 		$84 Buy
+2
New +$82 ﹤0.01% 910

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFM Investment Advisors's FIZZ Position: Q1 2026 in Review

HFM Investment Advisors increased its National Beverage (FIZZ) stake by 100% in Q1 2026, buying an estimated $69 and bringing the position to 4 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

HFM Investment Advisors first reported a position in FIZZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $259 in Q2 2025. 241 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

  • HFM Investment Advisors held 4 shares of National Beverage worth $135 as of Q1 2026.
  • HFM Investment Advisors bought 2 National Beverage shares in Q1 2026, an estimated $69.
  • National Beverage made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1079 holding.
  • HFM Investment Advisors first reported a position in National Beverage in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's National Beverage position peaked at $259 in Q2 2025.
  • 241 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.