Mercer Global Advisors
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Mercer Global Advisors’s National Beverage FIZZ Stock Holding History

Mercer Global Advisors’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 		$247K Buy
7,908
+1,824
+30% +$63.6K ﹤0.01% 3034
2026
Q1 		$205K Buy
+6,084
New +$211K ﹤0.01% 2818
2020
Q3 		– Sell
-10,010
Closed -$305K – 1255
2020
Q2 		$305K Sell
10,010
-5,038
-33% -$136K 0.01% 844
2020
Q1 		$321K Sell
15,048
-8,200
-35% -$179K 0.01% 783
2019
Q4 		$593K Sell
23,248
-7,250
-24% -$174K 0.01% 678
2019
Q3 		$676K Buy
30,498
+90
+0.3% +$1.94K 0.02% 595
2019
Q2 		$679K Hold
30,408
– – 0.02% 578
2019
Q1 		$878K Buy
+30,408
New +$1.08M 0.03% 453

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

Mercer Global Advisors's FIZZ Position: Q2 2026 in Review

Mercer Global Advisors increased its National Beverage (FIZZ) stake by 30% in Q2 2026, buying an estimated $63.6K and bringing the position to 7,908 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3034.

Mercer Global Advisors first reported a position in FIZZ in Q1 2019 and has held it in 8 quarters since. The position peaked at $878K in Q1 2019. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Mercer Global Advisors held 7,908 shares of National Beverage worth $247K as of Q2 2026.
  • Mercer Global Advisors bought 1,824 National Beverage shares in Q2 2026, an estimated $63.6K.
  • National Beverage made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3034 holding.
  • Mercer Global Advisors first reported a position in National Beverage in Q1 2019 and has held it in 8 quarters since.
  • Mercer Global Advisors's National Beverage position peaked at $878K in Q1 2019.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.