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 New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

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.