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Salomon & Ludwin’s National Beverage FIZZ Stock Holding History

Salomon & Ludwin’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 		$3.22K Sell
104
-344
-77% -$12K ﹤0.01% 1903
2026
Q1 		$15.1K Buy
448
+249
+125% +$8.63K ﹤0.01% 1280
2025
Q4 		$6.33K Sell
199
-157
-44% -$5.4K ﹤0.01% 1689
2025
Q3 		$13.4K Buy
356
+318
+837% +$13.8K ﹤0.01% 1095
2025
Q2 		$1.7K Hold
38
– – ﹤0.01% 685
2025
Q1 		$1.58K Hold
38
– – ﹤0.01% 602
2024
Q4 		$1.62K Hold
38
– – ﹤0.01% 611
2024
Q3 		$1.78K Hold
38
– – ﹤0.01% 625
2024
Q2 		$1.95K Hold
38
– – ﹤0.01% 607
2024
Q1 		$1.8K Hold
38
– – ﹤0.01% 732
2023
Q4 		$1.79K Hold
38
– – ﹤0.01% 663
2023
Q3 		$1.79K Buy
+38
New +$1.92K ﹤0.01% 661

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salomon & Ludwin's FIZZ Position: Q2 2026 in Review

Salomon & Ludwin reduced its National Beverage (FIZZ) stake by 77% in Q2 2026, selling an estimated $12K and leaving 104 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Salomon & Ludwin first reported a position in FIZZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.1K in Q1 2026. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Salomon & Ludwin held 104 shares of National Beverage worth $3.22K as of Q2 2026.
  • Salomon & Ludwin sold 344 National Beverage shares in Q2 2026, an estimated $12K.
  • National Beverage made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1903 holding.
  • Salomon & Ludwin first reported a position in National Beverage in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's National Beverage position peaked at $15.1K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.