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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors's FIZZ Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in National Beverage (FIZZ) in Q1 2026: 6,084 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2818 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in FIZZ as recently as Q2 2020.

Mercer Global Advisors first reported a position in FIZZ in Q1 2019 and has held it in 7 quarters since. The position peaked at $878K in Q1 2019. 240 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

Mercer Global Advisors held 6,084 shares of National Beverage worth $205K as of Q1 2026.
National Beverage was a new Mercer Global Advisors position in Q1 2026.
National Beverage made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2818 holding.
Mercer Global Advisors first reported a position in National Beverage in Q1 2019 and has held it in 7 quarters since.
Mercer Global Advisors's National Beverage position peaked at $878K in Q1 2019.
240 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.