Private Wealth Management Group’s National Beverage FIZZ Stock Holding History

Private Wealth Management Group’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	$5.87K	Buy	188 +55	+41%	+$1.92K	﹤0.01%	785
2026 Q1	$4.48K	Buy	133 +115	+639%	+$3.99K	﹤0.01%	814
2025 Q4	$575	Sell	18 -50	-74%	-$1.72K	﹤0.01%	1383
2025 Q3	$2.51K	Sell	68 -7	-9%	-$303	﹤0.01%	1039
2025 Q2	$3.24K	Buy	75 +52	+226%	+$2.29K	﹤0.01%	933
2025 Q1	$956	Buy	23 +11	+92%	+$453	﹤0.01%	1279
2024 Q4	$513	Buy	+12	New	+$561	﹤0.01%	1447

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

Private Wealth Management Group's FIZZ Position: Q2 2026 in Review

Private Wealth Management Group increased its National Beverage (FIZZ) stake by 41% in Q2 2026, buying an estimated $1.92K and bringing the position to 188 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Private Wealth Management Group first reported a position in FIZZ in Q4 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Private Wealth Management Group held 188 shares of National Beverage worth $5.87K as of Q2 2026.
Private Wealth Management Group bought 55 National Beverage shares in Q2 2026, an estimated $1.92K.
National Beverage made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #785 holding.
Private Wealth Management Group first reported a position in National Beverage in Q4 2024 and has held it in 7 quarters since.
259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.