KI
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Koch Industries’s National Beverage FIZZ Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-6,742
Closed -$300K – 230
2018
Q1 		$300K Buy
+6,742
New +$332K 0.03% 644

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Koch Industries's FIZZ Position: Q2 2018 in Review

Koch Industries sold out of National Beverage (FIZZ) in Q2 2018, closing a stake of 6,742 shares — an estimated $300K sold.

Koch Industries first reported a position in FIZZ in Q1 2018 and held it in 1 quarter. The position peaked at $300K in Q1 2018. 186 funds tracked by Wall St. Rank hold FIZZ as of Q2 2018.

  • Koch Industries reported no remaining National Beverage position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 6,742 National Beverage shares in Q2 2018, an estimated $300K.
  • Koch Industries first reported a position in National Beverage in Q1 2018 and held it in 1 quarter.
  • Koch Industries's National Beverage position peaked at $300K in Q1 2018.
  • 186 funds tracked by Wall St. Rank held National Beverage as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.