Schroder Investment Management Group
FIZZ icon

Schroder Investment Management Group’s National Beverage FIZZ Stock Holding History

Schroder Investment 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
2025
Q4 		– Sell
-14,716
Closed -$543K – 1169
2025
Q3 		$543K Buy
14,716
+181
+1% +$7.83K ﹤0.01% 1084
2025
Q2 		$628K Buy
14,535
+393
+3% +$17.3K ﹤0.01% 1041
2025
Q1 		$592K Sell
14,142
-164
-1% -$6.75K ﹤0.01% 1067
2024
Q4 		$608K Buy
+14,306
New +$668K ﹤0.01% 1079
2020
Q4 		– Sell
-55,868
Closed -$1.95M – 1467
2020
Q3 		$1.95M Sell
55,868
-1,200
-2% -$42K ﹤0.01% 894
2020
Q2 		$1.74M Buy
+57,068
New +$1.54M ﹤0.01% 846
2017
Q4 		– Sell
-8,200
Closed -$503K – 1351
2017
Q3 		$503K Hold
8,200
– – ﹤0.01% 1072
2017
Q2 		$386K Sell
8,200
-36,780
-82% -$1.64M ﹤0.01% 1098
2017
Q1 		$1.89M Buy
44,980
+8,566
+24% +$258K ﹤0.01% 855
2016
Q4 		$930K Sell
36,414
-2,606
-7% -$63.9K ﹤0.01% 923
2016
Q3 		$859K Buy
39,020
+20,252
+108% +$545K ﹤0.01% 936
2016
Q2 		$589K Sell
18,768
-9,394
-33% -$240K ﹤0.01% 956
2016
Q1 		$600K Buy
+28,162
New +$559K ﹤0.01% 956
2015
Q1 		– Sell
-1,000
Closed -$11K – 1257
2014
Q4 		$11K Hold
1,000
– – ﹤0.01% 1271
2014
Q3 		$9.75K Hold
1,000
– – ﹤0.01% 1384
2014
Q2 		$9.46K Hold
1,000
– – ﹤0.01% 1353
2014
Q1 		$9.76K Buy
+1,000
New +$10.4K ﹤0.01% 1390
2013
Q4 		– Sell
-1,400
Closed -$12.5K – 1506
2013
Q3 		$12.5K Sell
1,400
-32,800
-96% -$286K ﹤0.01% 1443
2013
Q2 		$299K Buy
+34,200
New +$267K ﹤0.01% 1173

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Schroder Investment Management Group's FIZZ Position: Q4 2025 in Review

Schroder Investment Management Group sold out of National Beverage (FIZZ) in Q4 2025, closing a stake of 14,716 shares — an estimated $543K sold.

Schroder Investment Management Group first reported a position in FIZZ in Q2 2013 and held it in 19 quarters. The position peaked at $1.95M in Q3 2020. 230 funds tracked by Wall St. Rank hold FIZZ as of Q4 2025.

  • Schroder Investment Management Group reported no remaining National Beverage position as of Q4 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 14,716 National Beverage shares in Q4 2025, an estimated $543K.
  • Schroder Investment Management Group first reported a position in National Beverage in Q2 2013 and held it in 19 quarters.
  • Schroder Investment Management Group's National Beverage position peaked at $1.95M in Q3 2020.
  • 230 funds tracked by Wall St. Rank held National Beverage as of Q4 2025.

Based on Schroder Investment Management Group's 13F filing for Q4 2025, filed 13 Feb 2026.