Steward Partners Investment Advisory’s National Beverage FIZZ Stock Holding History

Steward Partners Investment Advisory’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 Q1	$3.23K	Sell	96 -20	-17%	-$693	﹤0.01%	3919
2025 Q4	$3.7K	Buy	116 +20	+21%	+$687	﹤0.01%	3787
2025 Q3	$3.54K	Hold	96	–	–	﹤0.01%	3759
2025 Q2	$4.15K	Hold	96	–	–	﹤0.01%	3541
2025 Q1	$3.99K	Hold	96	–	–	﹤0.01%	3451
2024 Q4	$4.1K	Hold	96	–	–	﹤0.01%	3436
2024 Q3	$4.51K	Hold	96	–	–	﹤0.01%	3218
2024 Q2	$4.92K	Sell	96 -72	-43%	-$3.37K	﹤0.01%	3049
2024 Q1	$7.97K	Buy	+168	New	+$8.22K	﹤0.01%	2894
2022 Q4	–	Sell	-82	Closed	-$3K	–	3400
2022 Q3	$3K	Hold	82	–	–	﹤0.01%	2930
2022 Q2	$4K	Sell	82 -245	-75%	-$11.4K	﹤0.01%	2822
2022 Q1	$14K	Buy	+327	New	+$14.2K	﹤0.01%	2522
2018 Q2	–	Sell	-42	Closed	-$1K	–	2475
2018 Q1	$1K	Buy	+42	New	+$2.07K	﹤0.01%	2129
2017 Q4	–	Sell	-62	Closed	-$3K	–	1893
2017 Q3	$3K	Buy	62 +22	+55%	+$1.22K	﹤0.01%	1398
2017 Q2	$1K	Buy	+40	New	+$1.78K	﹤0.01%	1514

Other funds holding FIZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's FIZZ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its National Beverage (FIZZ) stake by 17% in Q1 2026, selling an estimated $693 and leaving 96 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3919.

Steward Partners Investment Advisory first reported a position in FIZZ in Q2 2017 and has held it in 15 quarters since. The position peaked at $14K in Q1 2022. 241 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

Steward Partners Investment Advisory held 96 shares of National Beverage worth $3.23K as of Q1 2026.
Steward Partners Investment Advisory sold 20 National Beverage shares in Q1 2026, an estimated $693.
National Beverage made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3919 holding.
Steward Partners Investment Advisory first reported a position in National Beverage in Q2 2017 and has held it in 15 quarters since.
Steward Partners Investment Advisory's National Beverage position peaked at $14K in Q1 2022.
241 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.