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IFP Advisors’s National Beverage FIZZ Stock Holding History

IFP 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
Q2 		$23.5K Buy
752
+346
+85% +$12.1K ﹤0.01% 2877
2026
Q1 		$13.7K Sell
406
-424
-51% -$14.7K ﹤0.01% 2996
2025
Q4 		$26.5K Sell
830
-524
-39% -$18K ﹤0.01% 2573
2025
Q3 		$50K Sell
1,354
-158
-10% -$6.84K ﹤0.01% 2074
2025
Q2 		$66.8K Sell
1,512
-373
-20% -$16.4K ﹤0.01% 1885
2025
Q1 		$78.7K Sell
1,885
-292
-13% -$12K ﹤0.01% 1662
2024
Q4 		$93.3K Sell
2,177
-105
-5% -$4.91K ﹤0.01% 1507
2024
Q3 		$107K Sell
2,282
-3,999
-64% -$190K ﹤0.01% 1371
2024
Q2 		$322K Buy
6,281
+958
+18% +$44.8K 0.01% 810
2024
Q1 		$253K Buy
5,323
+444
+9% +$21.7K 0.01% 883
2023
Q4 		$243K Buy
4,879
+958
+24% +$45.8K 0.01% 864
2023
Q3 		$184K Buy
3,921
+388
+11% +$19.6K 0.01% 1003
2023
Q2 		$171K Buy
+3,533
New +$177K 0.01% 1097
2023
Q1 		– Sell
-27
Closed -$3K – 3746
2022
Q4 		$3K Sell
27
-26
-49% -$1.22K ﹤0.01% 4003
2022
Q3 		$5K Hold
53
– – ﹤0.01% 4025
2022
Q2 		$5K Hold
53
– – ﹤0.01% 3775
2022
Q1 		$5K Hold
53
– – ﹤0.01% 3775
2021
Q4 		$2K Buy
53
+19
+56% +$1.03K ﹤0.01% 2781
2021
Q3 		$3K Hold
34
– – ﹤0.01% 2717
2021
Q2 		$2K Buy
+34
New +$1.65K ﹤0.01% 2737
2020
Q2 		– Sell
-30
Closed -$810 – 2799
2020
Q1 		$1K Buy
+30
New +$656 ﹤0.01% 2523
2016
Q3 		– Sell
-4,080
Closed -$128K – 3939
2016
Q2 		$128K Buy
+4,080
New +$104K 0.01% 1202
2016
Q1 		– Sell
-888
Closed -$20K – 2716
2015
Q4 		$20K Buy
+888
New +$17.2K ﹤0.01% 2160

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's FIZZ Position: Q2 2026 in Review

IFP Advisors increased its National Beverage (FIZZ) stake by 85% in Q2 2026, buying an estimated $12.1K and bringing the position to 752 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

IFP Advisors first reported a position in FIZZ in Q4 2015 and has held it in 23 quarters since. The position peaked at $322K in Q2 2024. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • IFP Advisors held 752 shares of National Beverage worth $23.5K as of Q2 2026.
  • IFP Advisors bought 346 National Beverage shares in Q2 2026, an estimated $12.1K.
  • National Beverage made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2877 holding.
  • IFP Advisors first reported a position in National Beverage in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's National Beverage position peaked at $322K in Q2 2024.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.