MAM
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Marquette Asset Management’s National Beverage FIZZ Stock Holding History

Marquette Asset 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
2026
Q3 		– Sell
-88
Closed -$2.75K – 836
2026
Q2 		$2.75K Buy
+88
New +$3.07K ﹤0.01% 535

Other funds holding FIZZ

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Marquette Asset Management's FIZZ Position: Q3 2026 in Review

Marquette Asset Management sold out of National Beverage (FIZZ) in Q3 2026, closing a stake of 88 shares — an estimated $2.75K sold.

Marquette Asset Management first reported a position in FIZZ in Q2 2026 and held it in 1 quarter. The position peaked at $2.75K in Q2 2026. 6 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.

  • Marquette Asset Management reported no remaining National Beverage position as of Q3 2026 after selling out during the quarter.
  • Marquette Asset Management sold 88 National Beverage shares in Q3 2026, an estimated $2.75K.
  • Marquette Asset Management first reported a position in National Beverage in Q2 2026 and held it in 1 quarter.
  • Marquette Asset Management's National Beverage position peaked at $2.75K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.