Mackenzie Financial
FIZZ icon

Mackenzie Financial’s National Beverage FIZZ Stock Holding History

Mackenzie Financial’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 		$301K Buy
+9,648
New +$336K ﹤0.01% 1411
2017
Q4 		– Sell
-13,290
Closed -$824K – 831
2017
Q3 		$824K Buy
+13,290
New +$737K ﹤0.01% 464

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

Mackenzie Financial's FIZZ Position: Q2 2026 in Review

Mackenzie Financial opened a new position in National Beverage (FIZZ) in Q2 2026: 9,648 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in FIZZ as recently as Q3 2017.

Mackenzie Financial first reported a position in FIZZ in Q3 2017 and has held it in 2 quarters since. The position peaked at $824K in Q3 2017. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Mackenzie Financial held 9,648 shares of National Beverage worth $301K as of Q2 2026.
  • National Beverage was a new Mackenzie Financial position in Q2 2026.
  • National Beverage made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1411 holding.
  • Mackenzie Financial first reported a position in National Beverage in Q3 2017 and has held it in 2 quarters since.
  • Mackenzie Financial's National Beverage position peaked at $824K in Q3 2017.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.