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Mendota Financial Group’s National Beverage FIZZ Stock Holding History

Mendota 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
2024
Q4 		– Sell
-2
Closed -$94 – 674
2024
Q3 		$94 Buy
+2
New +$95 ﹤0.01% 947

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mendota Financial Group's FIZZ Position: Q4 2024 in Review

Mendota Financial Group sold out of National Beverage (FIZZ) in Q4 2024, closing a stake of 2 shares — an estimated $94 sold.

Mendota Financial Group first reported a position in FIZZ in Q3 2024 and held it in 1 quarter. The position peaked at $94 in Q3 2024. 221 funds tracked by Wall St. Rank hold FIZZ as of Q4 2024.

  • Mendota Financial Group reported no remaining National Beverage position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 National Beverage shares in Q4 2024, an estimated $94.
  • Mendota Financial Group first reported a position in National Beverage in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's National Beverage position peaked at $94 in Q3 2024.
  • 221 funds tracked by Wall St. Rank held National Beverage as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.