True Wealth Design’s National Beverage FIZZ Stock Holding History

True Wealth Design’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	$406	Sell	13 -8	-38%	-$279	﹤0.01%	2267
2026 Q1	$707	Hold	21	–	–	﹤0.01%	1926
2025 Q4	$670	Buy	21 +20	+2,000%	+$687	﹤0.01%	1853
2025 Q3	$37	Sell	1 -29	-97%	-$1.25K	﹤0.01%	2606
2025 Q2	$1.3K	Buy	30 +29	+2,900%	+$1.28K	﹤0.01%	1360
2025 Q1	$42	Buy	+1	New	+$41	﹤0.01%	2426

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

True Wealth Design's FIZZ Position: Q2 2026 in Review

True Wealth Design reduced its National Beverage (FIZZ) stake by 38% in Q2 2026, selling an estimated $279 and leaving 13 shares worth $406. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

True Wealth Design first reported a position in FIZZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3K in Q2 2025. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

True Wealth Design held 13 shares of National Beverage worth $406 as of Q2 2026.
True Wealth Design sold 8 National Beverage shares in Q2 2026, an estimated $279.
National Beverage made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2267 holding.
True Wealth Design first reported a position in National Beverage in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's National Beverage position peaked at $1.3K in Q2 2025.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.