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
Q3 		– Sell
-9,648
Closed -$301K – 1585
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% 465

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Dimensional Fund Advisors
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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Geode Capital Management
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American Century Companies
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mackenzie Financial's FIZZ Position: Q3 2026 in Review

Mackenzie Financial sold out of National Beverage (FIZZ) in Q3 2026, closing a stake of 9,648 shares — an estimated $301K sold.

Mackenzie Financial first reported a position in FIZZ in Q3 2017 and held it in 2 quarters. The position peaked at $824K in Q3 2017. 168 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

  • Mackenzie Financial reported no remaining National Beverage position as of Q3 2026 after selling out during the quarter.
  • Mackenzie Financial sold 9,648 National Beverage shares in Q3 2026, an estimated $301K.
  • Mackenzie Financial first reported a position in National Beverage in Q3 2017 and held it in 2 quarters.
  • Mackenzie Financial's National Beverage position peaked at $824K in Q3 2017.
  • 168 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.