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Kestra Investment Management’s National Beverage FIZZ Stock Holding History

Kestra Investment Management’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
-49
Closed -$2.1K – 638
2025
Q2 		$2.1K Buy
49
+36
+277% +$1.58K ﹤0.01% 876
2025
Q1 		$541 Buy
+13
New +$535 ﹤0.01% 872

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Kestra Investment Management's FIZZ Position: Q3 2025 in Review

Kestra Investment Management sold out of National Beverage (FIZZ) in Q3 2025, closing a stake of 49 shares — an estimated $2.1K sold.

Kestra Investment Management first reported a position in FIZZ in Q1 2025 and held it in 2 quarters. The position peaked at $2.1K in Q2 2025. 236 funds tracked by Wall St. Rank hold FIZZ as of Q3 2025.

  • Kestra Investment Management reported no remaining National Beverage position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 49 National Beverage shares in Q3 2025, an estimated $2.1K.
  • Kestra Investment Management first reported a position in National Beverage in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's National Beverage position peaked at $2.1K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held National Beverage as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.