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Twin Peaks Wealth Advisors’s National Beverage FIZZ Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-138
Closed -$4.64K – 930
2026
Q1 		$4.64K Buy
+138
New +$4.78K ﹤0.01% 1422

Other funds holding FIZZ

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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

Twin Peaks Wealth Advisors's FIZZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of National Beverage (FIZZ) in Q2 2026, closing a stake of 138 shares — an estimated $4.64K sold.

Twin Peaks Wealth Advisors first reported a position in FIZZ in Q1 2026 and held it in 1 quarter. The position peaked at $4.64K in Q1 2026. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining National Beverage position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 138 National Beverage shares in Q2 2026, an estimated $4.64K.
  • Twin Peaks Wealth Advisors first reported a position in National Beverage in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's National Beverage position peaked at $4.64K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.