NewEdge Advisors’s National Beverage FIZZ Stock Holding History

NewEdge 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	–	Sell	-34	Closed	-$1.14K	–	4260
2026 Q1	$1.14K	Hold	34	–	–	﹤0.01%	3886
2025 Q4	$1.08K	Hold	34	–	–	﹤0.01%	3974
2025 Q3	$1.25K	Hold	34	–	–	﹤0.01%	3851
2025 Q2	$1.47K	Hold	34	–	–	﹤0.01%	3673
2025 Q1	$1.41K	Hold	34	–	–	﹤0.01%	3575
2024 Q4	$1.45K	Hold	34	–	–	﹤0.01%	3503
2024 Q3	$1.6K	Hold	34	–	–	﹤0.01%	3429
2024 Q2	$1.74K	Hold	34	–	–	﹤0.01%	3366
2024 Q1	$1.61K	Hold	34	–	–	﹤0.01%	3417
2023 Q4	$1.69K	Buy	+34	New	+$1.63K	﹤0.01%	3373
2023 Q1	–	Sell	-3,608	Closed	-$161K	–	3669
2022 Q4	$161K	Sell	3,608 -6,628	-65%	-$311K	﹤0.01%	1259
2022 Q3	$395K	Buy	+10,236	New	+$512K	0.01%	1075
2020 Q4	–	Sell	-15,306	Closed	-$521K	–	1024
2020 Q3	$521K	Buy	15,306 +1,964	+15%	+$68.7K	0.02%	564
2020 Q2	$407K	Buy	13,342 +1,882	+16%	+$50.8K	0.02%	595
2020 Q1	$244K	Buy	+11,460	New	+$251K	0.01%	658

Other funds holding FIZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's FIZZ Position: Q2 2026 in Review

NewEdge Advisors sold out of National Beverage (FIZZ) in Q2 2026, closing a stake of 34 shares — an estimated $1.14K sold.

NewEdge Advisors first reported a position in FIZZ in Q1 2020 and held it in 15 quarters. The position peaked at $521K in Q3 2020. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

NewEdge Advisors reported no remaining National Beverage position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 34 National Beverage shares in Q2 2026, an estimated $1.14K.
NewEdge Advisors first reported a position in National Beverage in Q1 2020 and held it in 15 quarters.
NewEdge Advisors's National Beverage position peaked at $521K in Q3 2020.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.