Joel Greenblatt’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $734K | Buy |
23,513
+940
| +4% | +$32.8K | ﹤0.01% | 1421 |
|
|
2026
Q1 | $760K | Sell |
22,573
-8,909
| -28% | -$309K | ﹤0.01% | 1388 |
|
|
2025
Q4 | $1M | Buy |
31,482
+9,994
| +47% | +$344K | ﹤0.01% | 1253 |
|
|
2025
Q3 | $793K | Buy |
21,488
+15,436
| +255% | +$668K | ﹤0.01% | 1273 |
|
|
2025
Q2 | $262K | Buy |
+6,052
| New | +$266K | ﹤0.01% | 1504 |
|
|
2023
Q4 | – | Sell |
-8,852
| Closed | -$416K | – | 1366 |
|
|
2023
Q3 | $416K | Buy |
8,852
+4,384
| +98% | +$221K | 0.01% | 1014 |
|
|
2023
Q2 | $216K | Buy |
4,468
+56
| +1% | +$2.81K | ﹤0.01% | 1216 |
|
|
2023
Q1 | $233K | Buy |
+4,412
| New | +$206K | 0.01% | 1217 |
|
|
2022
Q1 | – | Sell |
-9,082
| Closed | -$412K | – | 1164 |
|
|
2021
Q4 | $412K | Buy |
9,082
+3,454
| +61% | +$188K | 0.01% | 842 |
|
|
2021
Q3 | $295K | Buy |
5,628
+53
| +1% | +$2.47K | 0.01% | 837 |
|
|
2021
Q2 | $263K | Sell |
5,575
-2,194
| -28% | -$106K | 0.01% | 880 |
|
|
2021
Q1 | $380K | Sell |
7,769
-14,241
| -65% | -$740K | 0.02% | 755 |
|
|
2020
Q4 | $934K | Sell |
22,010
-820
| -4% | -$35.3K | 0.03% | 559 |
|
|
2020
Q3 | $776K | Buy |
22,830
+1,070
| +5% | +$37.5K | 0.02% | 619 |
|
|
2020
Q2 | $664K | Sell |
21,760
-67,650
| -76% | -$1.83M | 0.02% | 679 |
|
|
2020
Q1 | $1.91M | Buy |
89,410
+74,992
| +520% | +$1.64M | 0.05% | 418 |
|
|
2019
Q4 | $368K | Buy |
+14,418
| New | +$346K | 0.01% | 891 |
|
|
2019
Q3 | – | Sell |
-38,406
| Closed | -$857K | – | 1131 |
|
|
2019
Q2 | $857K | Buy |
38,406
+29,328
| +323% | +$754K | 0.01% | 667 |
|
|
2019
Q1 | $262K | Sell |
9,078
-57,000
| -86% | -$2.03M | ﹤0.01% | 1036 |
|
|
2018
Q4 | $2.37M | Buy |
66,078
+59,458
| +898% | +$2.74M | 0.04% | 461 |
|
|
2018
Q3 | $386K | Buy |
+6,620
| New | +$372K | 0.01% | 787 |
|
|
2018
Q1 | – | Sell |
-37,406
| Closed | -$1.82M | – | 986 |
|
|
2017
Q4 | $1.82M | Buy |
+37,406
| New | +$1.92M | 0.03% | 505 |
|
|
2017
Q1 | – | Sell |
-38,572
| Closed | -$985K | – | 1031 |
|
|
2016
Q4 | $985K | Sell |
38,572
-78,980
| -67% | -$1.94M | 0.01% | 623 |
|
|
2016
Q3 | $2.59M | Buy |
+117,552
| New | +$3.16M | 0.03% | 453 |
|
|
2015
Q3 | – | Sell |
-95,342
| Closed | -$1.07M | – | 959 |
|
|
2015
Q2 | $1.07M | Sell |
95,342
-42,822
| -31% | -$482K | 0.01% | 624 |
|
|
2015
Q1 | $1.69M | Buy |
138,164
+59,210
| +75% | +$671K | 0.01% | 535 |
|
|
2014
Q4 | $893K | Sell |
78,954
-1,838
| -2% | -$22K | 0.01% | 646 |
|
|
2014
Q3 | $788K | Buy |
80,792
+45,336
| +128% | +$423K | 0.01% | 669 |
|
|
2014
Q2 | $335K | Buy |
+35,456
| New | +$336K | ﹤0.01% | 861 |
|
|
2013
Q3 | – | Sell |
-29,826
| Closed | -$261K | – | 905 |
|
|
2013
Q2 | $261K | Buy |
+29,826
| New | +$233K | 0.01% | 794 |
|
Other funds holding FIZZ
Joel Greenblatt's FIZZ Position: Q2 2026 in Review
Joel Greenblatt increased its National Beverage (FIZZ) stake by 4.2% in Q2 2026, buying an estimated $32.8K and bringing the position to 23,513 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.
Joel Greenblatt first reported a position in FIZZ in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.59M in Q3 2016. 256 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.
- Joel Greenblatt held 23,513 shares of National Beverage worth $734K as of Q2 2026.
- Joel Greenblatt bought 940 National Beverage shares in Q2 2026, an estimated $32.8K.
- National Beverage made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1421 holding.
- Joel Greenblatt first reported a position in National Beverage in Q2 2013 and has held it in 30 quarters since.
- Joel Greenblatt's National Beverage position peaked at $2.59M in Q3 2016.
- 256 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.