UBS Group
FIZZ icon

UBS Group’s National Beverage FIZZ Stock Holding History

UBS 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
2021
Q2 		– Sell
-448,800
Closed -$22M – 9497
2021
Q1 		$22M Sell
448,800
-124,000
-22% -$6.45M 0.01% 1381
2020
Q4 		$24.3M Buy
572,800
+440,600
+333% +$18.9M 0.01% 1220
2020
Q3 		$4.5M Buy
+132,200
New +$4.63M ﹤0.01% 2301
2020
Q2 		– Sell
-34,000
Closed -$725K – 8065
2020
Q1 		$725K Hold
34,000
– – ﹤0.01% 3640
2019
Q4 		$867K Buy
34,000
+24,000
+240% +$577K ﹤0.01% 4341
2019
Q3 		$222K Buy
+10,000
New +$216K ﹤0.01% 5162

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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

UBS Group's FIZZ Position: Q2 2026 in Review

UBS Group reduced its National Beverage (FIZZ) stake by 7.4% in Q2 2026, selling an estimated $341K and leaving 123,345 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #4436.

UBS Group first reported a position in FIZZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $12.6M in Q4 2016. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • UBS Group held 123,345 shares of National Beverage worth $3.85M as of Q2 2026.
  • UBS Group sold 9,795 National Beverage shares in Q2 2026, an estimated $341K.
  • National Beverage made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4436 holding.
  • UBS Group first reported a position in National Beverage in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's National Beverage position peaked at $12.6M in Q4 2016.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.