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IEQ Capital’s National Beverage FIZZ Stock Holding History

IEQ Capital’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 		$236K Buy
+7,025
New +$244K ﹤0.01% 1624
2025
Q2 		– Sell
-6,173
Closed -$256K – 1886
2025
Q1 		$256K Buy
+6,173
New +$254K ﹤0.01% 1251

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

IEQ Capital's FIZZ Position: Q1 2026 in Review

IEQ Capital opened a new position in National Beverage (FIZZ) in Q1 2026: 7,025 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings. This is a return to the name: IEQ Capital previously reported a position in FIZZ as recently as Q1 2025.

IEQ Capital first reported a position in FIZZ in Q1 2025 and has held it in 2 quarters since. The position peaked at $256K in Q1 2025. 240 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

  • IEQ Capital held 7,025 shares of National Beverage worth $236K as of Q1 2026.
  • National Beverage was a new IEQ Capital position in Q1 2026.
  • National Beverage made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1624 holding.
  • IEQ Capital first reported a position in National Beverage in Q1 2025 and has held it in 2 quarters since.
  • IEQ Capital's National Beverage position peaked at $256K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.