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FIZZ icon

Principal Securities’s National Beverage FIZZ Stock Holding History

Principal Securities’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
Q4 		– Sell
-100
Closed -$3.69K – 2097
2025
Q3 		$3.69K Hold
100
– – ﹤0.01% 3048
2025
Q2 		$4.32K Sell
100
-27
-21% -$1.19K ﹤0.01% 2905
2025
Q1 		$5.42K Hold
127
– – ﹤0.01% 2747
2024
Q4 		$5.42K Hold
127
– – ﹤0.01% 2744
2024
Q3 		$5.96K Hold
127
– – ﹤0.01% 2619
2024
Q2 		$6.51K Hold
127
– – ﹤0.01% 2552
2024
Q1 		$6.03K Hold
127
– – ﹤0.01% 2541
2023
Q4 		$6.31K Buy
+127
New +$6.08K ﹤0.01% 2439

Other funds holding FIZZ

BlackRock
BlackRock New York $5.7T 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return