John Overdeck’s National Beverage FIZZ Stock Holding History

John Overdeck’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
2021 Q4	–	Sell	-14,300	Closed	-$751K	–	4461
2021 Q3	$751K	Sell	14,300 -14,400	-50%	-$670K	﹤0.01%	2889
2021 Q2	$1.36M	Buy	28,700 +6,500	+29%	+$315K	﹤0.01%	2212
2021 Q1	$1.09M	Buy	22,200 +1,200	+6%	+$62.4K	﹤0.01%	2233
2020 Q4	$891K	Buy	+21,000	New	+$903K	﹤0.01%	2089
2020 Q2	–	Sell	-49,800	Closed	-$1.06M	–	3122
2020 Q1	$1.06M	Buy	49,800 +600	+1%	+$13.1K	0.01%	1360
2019 Q4	$1.25M	Sell	49,200 -4,600	-9%	-$111K	﹤0.01%	1984
2019 Q3	$1.19M	Buy	53,800 +24,000	+81%	+$518K	﹤0.01%	1833
2019 Q2	$665K	Buy	+29,800	New	+$767K	﹤0.01%	2276
2018 Q4	–	Sell	-19,600	Closed	-$1.14M	–	3152
2018 Q3	$1.14M	Buy	19,600 +9,600	+96%	+$539K	﹤0.01%	1882
2018 Q2	$535K	Sell	10,000 -51,800	-84%	-$2.43M	﹤0.01%	2599
2018 Q1	$2.75M	Buy	61,800 +7,800	+14%	+$384K	0.01%	1293
2017 Q4	$2.63M	Buy	54,000 +42,600	+374%	+$2.18M	0.01%	1290
2017 Q3	$707K	Sell	11,400 -18,200	-61%	-$1.01M	﹤0.01%	1933
2017 Q2	$1.39M	Buy	+29,600	New	+$1.32M	0.01%	1684

Other funds holding FIZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's FIZZ Position: Q2 2026 in Review

John Overdeck increased its National Beverage (FIZZ) stake by 11% in Q2 2026, buying an estimated $2.34M and bringing the position to 663,792 shares worth $20.7M. The position accounts for 0.02% of the portfolio, ranked #1033.

John Overdeck first reported a position in FIZZ in Q4 2014 and has held it in 25 quarters since. 256 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

John Overdeck held 663,792 shares of National Beverage worth $20.7M as of Q2 2026.
John Overdeck bought 67,233 National Beverage shares in Q2 2026, an estimated $2.34M.
National Beverage made up 0.02% of John Overdeck's portfolio in Q2 2026, its #1033 holding.
John Overdeck first reported a position in National Beverage in Q4 2014 and has held it in 25 quarters since.
256 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.