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Larson Financial Group’s National Beverage FIZZ Stock Holding History

Larson Financial Group’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
2026
Q2 		$780 Sell
25
-138
-85% -$4.81K ﹤0.01% 3391
2026
Q1 		$5.49K Buy
163
+121
+288% +$4.2K ﹤0.01% 2562
2025
Q4 		$1.34K Sell
42
-355
-89% -$12.2K ﹤0.01% 2870
2025
Q3 		$14.7K Buy
397
+395
+19,750% +$17.1K ﹤0.01% 1812
2025
Q2 		$86 Hold
2
– – ﹤0.01% 3181
2025
Q1 		$83 Hold
2
– – ﹤0.01% 2947
2024
Q4 		$85 Hold
2
– – ﹤0.01% 2629
2024
Q3 		$94 Hold
2
– – ﹤0.01% 2545
2024
Q2 		$102 Buy
+2
New +$94 ﹤0.01% 2240

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's FIZZ Position: Q2 2026 in Review

Larson Financial Group reduced its National Beverage (FIZZ) stake by 85% in Q2 2026, selling an estimated $4.81K and leaving 25 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

Larson Financial Group first reported a position in FIZZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.7K in Q3 2025. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Larson Financial Group held 25 shares of National Beverage worth $780 as of Q2 2026.
  • Larson Financial Group sold 138 National Beverage shares in Q2 2026, an estimated $4.81K.
  • National Beverage made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3391 holding.
  • Larson Financial Group first reported a position in National Beverage in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's National Beverage position peaked at $14.7K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.