InceptionR’s National Beverage FIZZ Stock Holding History

InceptionR’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
2025 Q3	–	Sell	-6,101	Closed	-$264K	–	774
2025 Q2	$264K	Buy	+6,101	New	+$268K	0.06%	481
2023 Q1	–	Sell	-4,418	Closed	-$206K	–	482
2022 Q4	$206K	Buy	+4,418	New	+$207K	0.11%	346

Other funds holding FIZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

InceptionR's FIZZ Position: Q3 2025 in Review

InceptionR sold out of National Beverage (FIZZ) in Q3 2025, closing a stake of 6,101 shares — an estimated $264K sold.

InceptionR first reported a position in FIZZ in Q4 2022 and held it in 2 quarters. The position peaked at $264K in Q2 2025. 236 funds tracked by Wall St. Rank hold FIZZ as of Q3 2025.

InceptionR reported no remaining National Beverage position as of Q3 2025 after selling out during the quarter.
InceptionR sold 6,101 National Beverage shares in Q3 2025, an estimated $264K.
InceptionR first reported a position in National Beverage in Q4 2022 and held it in 2 quarters.
InceptionR's National Beverage position peaked at $264K in Q2 2025.
236 funds tracked by Wall St. Rank held National Beverage as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.