PWM
FIZZ icon

Parkworth Wealth Management’s National Beverage FIZZ Stock Holding History

Parkworth Wealth 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
2025
Q2 		$86 Sell
2
-1
-33% -$44 ﹤0.01% 1172
2025
Q1 		$125 Buy
3
+1
+50% +$41 ﹤0.01% 878
2024
Q4 		$85 Buy
+2
New +$93 ﹤0.01% 1032

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Parkworth Wealth Management's FIZZ Position: Q2 2025 in Review

Parkworth Wealth Management reduced its National Beverage (FIZZ) stake by 33% in Q2 2025, selling an estimated $44 and leaving 2 shares worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Parkworth Wealth Management first reported a position in FIZZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $125 in Q1 2025. 233 funds tracked by Wall St. Rank hold FIZZ as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of National Beverage worth $86 as of Q2 2025.
  • Parkworth Wealth Management sold 1 National Beverage share in Q2 2025, an estimated $44.
  • National Beverage made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1172 holding.
  • Parkworth Wealth Management first reported a position in National Beverage in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's National Beverage position peaked at $125 in Q1 2025.
  • 233 funds tracked by Wall St. Rank held National Beverage as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.