Values First Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
Other funds holding FIZZ
Values First Advisors's FIZZ Position: Q2 2026 in Review
Values First Advisors increased its National Beverage (FIZZ) stake by 49% in Q2 2026, buying an estimated $637K and bringing the position to 55,957 shares worth $1.75M. The position accounts for 0.8% of the portfolio, ranked #48.
Values First Advisors first reported a position in FIZZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.69M in Q3 2021. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.
- Values First Advisors held 55,957 shares of National Beverage worth $1.75M as of Q2 2026.
- Values First Advisors bought 18,284 National Beverage shares in Q2 2026, an estimated $637K.
- National Beverage made up 0.8% of Values First Advisors's portfolio in Q2 2026, its #48 holding.
- Values First Advisors first reported a position in National Beverage in Q4 2019 and has held it in 27 quarters since.
- Values First Advisors's National Beverage position peaked at $2.69M in Q3 2021.
- 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.
Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.