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Rothschild Investment LLC’s National Beverage FIZZ Stock Holding History

Rothschild Investment LLC’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 		$3.09K Buy
99
+39
+65% +$1.36K ﹤0.01% 2549
2026
Q1 		$2.02K Buy
60
+47
+362% +$1.63K ﹤0.01% 2559
2025
Q4 		$415 Buy
13
+3
+30% +$103 ﹤0.01% 2963
2025
Q3 		$369 Sell
10
-40
-80% -$1.73K ﹤0.01% 2892
2025
Q2 		$2.16K Buy
50
+20
+67% +$880 ﹤0.01% 2026
2025
Q1 		$1.25K Buy
30
+10
+50% +$412 ﹤0.01% 2211
2024
Q4 		$853 Hold
20
– – ﹤0.01% 2304
2024
Q3 		$939 Buy
20
+15
+300% +$712 ﹤0.01% 2206
2024
Q2 		$256 Hold
5
– – ﹤0.01% 2381
2024
Q1 		$237 Buy
+5
New +$245 ﹤0.01% 1675

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rothschild Investment LLC's FIZZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its National Beverage (FIZZ) stake by 65% in Q2 2026, buying an estimated $1.36K and bringing the position to 99 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Rothschild Investment LLC first reported a position in FIZZ in Q1 2024 and has held it in 10 quarters since. 99 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Rothschild Investment LLC held 99 shares of National Beverage worth $3.09K as of Q2 2026.
  • Rothschild Investment LLC bought 39 National Beverage shares in Q2 2026, an estimated $1.36K.
  • National Beverage made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2549 holding.
  • Rothschild Investment LLC first reported a position in National Beverage in Q1 2024 and has held it in 10 quarters since.
  • 99 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.