HSBC Holdings

HSBC Holdings’s National Beverage FIZZ Stock Holding History

HSBC Holdings’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	$747K	Buy	22,364 +9,836	+79%	+$341K	﹤0.01%	2019
2025 Q4	$402K	Buy	+12,528	New	+$431K	﹤0.01%	2403
2023 Q1	–	Sell	-5,236	Closed	-$246K	–	2793
2022 Q4	$246K	Buy	+5,236	New	+$246K	﹤0.01%	2672
2022 Q3	–	Sell	-6,174	Closed	-$299K	–	3033
2022 Q2	$299K	Sell	6,174 -676	-10%	-$31.5K	﹤0.01%	2626
2022 Q1	$301K	Buy	+6,850	New	+$298K	﹤0.01%	2748
2021 Q3	–	Sell	-6,934	Closed	-$327K	–	3040
2021 Q2	$327K	Buy	6,934 +2,702	+64%	+$131K	﹤0.01%	2456
2021 Q1	$203K	Sell	4,232 -14,412	-77%	-$749K	﹤0.01%	2539
2020 Q4	$791K	Buy	18,644 +5,616	+43%	+$242K	﹤0.01%	1864
2020 Q3	$453K	Sell	13,028 -9,796	-43%	-$343K	﹤0.01%	2006
2020 Q2	$696K	Sell	22,824 -15,888	-41%	-$429K	﹤0.01%	1631
2020 Q1	$815K	Buy	38,712 +19,158	+98%	+$419K	﹤0.01%	1553
2019 Q4	$502K	Sell	19,554 -5,762	-23%	-$138K	﹤0.01%	2217
2019 Q3	$561K	Buy	+25,316	New	+$546K	﹤0.01%	2268

Other funds holding FIZZ

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $121B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return