UBS Group’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.48M | Buy |
133,140
+88,684
| +199% | +$3.07M | ﹤0.01% | 4182 |
|
|
2025
Q4 | $1.42M | Buy |
44,456
+453
| +1% | +$15.6K | ﹤0.01% | 5270 |
|
|
2025
Q3 | $1.62M | Sell |
44,003
-7,324
| -14% | -$317K | ﹤0.01% | 5157 |
|
|
2025
Q2 | $2.22M | Sell |
51,327
-58,495
| -53% | -$2.57M | ﹤0.01% | 4705 |
|
|
2025
Q1 | $4.56M | Sell |
109,822
-15,755
| -13% | -$649K | ﹤0.01% | 3880 |
|
|
2024
Q4 | $5.36M | Buy |
125,577
+84,792
| +208% | +$3.96M | ﹤0.01% | 3773 |
|
|
2024
Q3 | $1.91M | Buy |
40,785
+4,088
| +11% | +$194K | ﹤0.01% | 4037 |
|
|
2024
Q2 | $1.88M | Sell |
36,697
-7,766
| -17% | -$363K | ﹤0.01% | 3831 |
|
|
2024
Q1 | $2.11M | Sell |
44,463
-1,272
| -3% | -$62.2K | ﹤0.01% | 3899 |
|
|
2023
Q4 | $2.27M | Buy |
45,735
+14,076
| +44% | +$673K | ﹤0.01% | 3670 |
|
|
2023
Q3 | $1.49M | Sell |
31,659
-11,221
| -26% | -$566K | ﹤0.01% | 3740 |
|
|
2023
Q2 | $2.07M | Sell |
42,880
-7,553
| -15% | -$379K | ﹤0.01% | 3483 |
|
|
2023
Q1 | $2.66M | Buy |
50,433
+8,805
| +21% | +$410K | ﹤0.01% | 3126 |
|
|
2022
Q4 | $1.94M | Buy |
41,628
+6,227
| +18% | +$292K | ﹤0.01% | 3416 |
|
|
2022
Q3 | $1.36M | Buy |
35,401
+7,096
| +25% | +$355K | ﹤0.01% | 3481 |
|
|
2022
Q2 | $1.39M | Sell |
28,305
-2,297
| -8% | -$107K | ﹤0.01% | 3435 |
|
|
2022
Q1 | $1.33M | Buy |
30,602
+8,956
| +41% | +$389K | ﹤0.01% | 3822 |
|
|
2021
Q4 | $981K | Buy |
21,646
+14,752
| +214% | +$803K | ﹤0.01% | 4411 |
|
|
2021
Q3 | $362K | Sell |
6,894
-7,249
| -51% | -$337K | ﹤0.01% | 4928 |
|
|
2021
Q2 | $668K | Buy |
14,143
+9,768
| +223% | +$474K | ﹤0.01% | 4516 |
|
|
2021
Q1 | $214K | Sell |
4,375
-9,331
| -68% | -$485K | ﹤0.01% | 5433 |
|
|
2020
Q4 | $581K | Buy |
13,706
+5,784
| +73% | +$249K | ﹤0.01% | 4486 |
|
|
2020
Q3 | $269K | Buy |
7,922
+2,050
| +35% | +$71.8K | ﹤0.01% | 4616 |
|
|
2020
Q2 | $179K | Sell |
5,872
-48,988
| -89% | -$1.32M | ﹤0.01% | 4881 |
|
|
2020
Q1 | $1.17M | Sell |
54,860
-102,394
| -65% | -$2.24M | ﹤0.01% | 3224 |
|
|
2019
Q4 | $4.01M | Buy |
157,254
+131,554
| +512% | +$3.16M | ﹤0.01% | 2819 |
|
|
2019
Q3 | $570K | Buy |
25,700
+3,744
| +17% | +$80.8K | ﹤0.01% | 4454 |
|
|
2019
Q2 | $490K | Buy |
21,956
+2,014
| +10% | +$51.8K | ﹤0.01% | 4316 |
|
|
2019
Q1 | $576K | Sell |
19,942
-4,244
| -18% | -$151K | ﹤0.01% | 3973 |
|
|
2018
Q4 | $868K | Sell |
24,186
-35,964
| -60% | -$1.66M | ﹤0.01% | 3808 |
|
|
2018
Q3 | $3.51M | Buy |
60,150
+4,580
| +8% | +$257K | ﹤0.01% | 2686 |
|
|
2018
Q2 | $2.97M | Sell |
55,570
-1,916
| -3% | -$90K | ﹤0.01% | 2809 |
|
|
2018
Q1 | $2.56M | Sell |
57,486
-19,190
| -25% | -$944K | ﹤0.01% | 2920 |
|
|
2017
Q4 | $3.73M | Buy |
76,676
+4,892
| +7% | +$251K | ﹤0.01% | 2638 |
|
|
2017
Q3 | $4.45M | Sell |
71,784
-66,898
| -48% | -$3.71M | ﹤0.01% | 2318 |
|
|
2017
Q2 | $6.49M | Sell |
138,682
-480
| -0.3% | -$21.4K | ﹤0.01% | 1897 |
|
|
2017
Q1 | $5.88M | Sell |
139,162
-352,346
| -72% | -$10.6M | ﹤0.01% | 1950 |
|
|
2016
Q4 | $12.6M | Buy |
491,508
+136,056
| +38% | +$3.33M | 0.01% | 1334 |
|
|
2016
Q3 | $7.83M | Buy |
355,452
+331,684
| +1,396% | +$8.93M | ﹤0.01% | 1620 |
|
|
2016
Q2 | $746K | Sell |
23,768
-3,708
| -13% | -$94.6K | ﹤0.01% | 3609 |
|
|
2016
Q1 | $581K | Sell |
27,476
-7,478
| -21% | -$148K | ﹤0.01% | 3662 |
|
|
2015
Q4 | $794K | Buy |
34,954
+3,920
| +13% | +$76K | ﹤0.01% | 3584 |
|
|
2015
Q3 | $477K | Buy |
31,034
+4,058
| +15% | +$51.9K | ﹤0.01% | 3932 |
|
|
2015
Q2 | $303K | Buy |
26,976
+12,022
| +80% | +$135K | ﹤0.01% | 4510 |
|
|
2015
Q1 | $183K | Buy |
14,954
+8,782
| +142% | +$99.5K | ﹤0.01% | 4959 |
|
|
2014
Q4 | $70K | Buy |
+6,172
| New | +$73.9K | ﹤0.01% | 6065 |
|
Other funds holding FIZZ
VPM
VCM
UBS Group's FIZZ Position: Q1 2026 in Review
UBS Group increased its National Beverage (FIZZ) stake by 199% in Q1 2026, buying an estimated $3.07M and bringing the position to 133,140 shares worth $4.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4182.
UBS Group first reported a position in FIZZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.6M in Q4 2016. 241 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.
- UBS Group held 133,140 shares of National Beverage worth $4.48M as of Q1 2026.
- UBS Group bought 88,684 National Beverage shares in Q1 2026, an estimated $3.07M.
- National Beverage made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4182 holding.
- UBS Group first reported a position in National Beverage in Q4 2014 and has held it in 46 quarters since.
- UBS Group's National Beverage position peaked at $12.6M in Q4 2016.
- 241 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.