Values First Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
Other funds holding FIZZ
Values First Advisors's FIZZ Position: Q3 2026 in Review
Values First Advisors increased its National Beverage (FIZZ) stake by 7.7% in Q3 2026, buying an estimated $135K and bringing the position to 60,240 shares worth $1.76M. The position accounts for 0.83% of the portfolio, ranked #42.
Values First Advisors first reported a position in FIZZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.69M in Q3 2021. 41 funds tracked by Wall St. Rank hold FIZZ as of Q3 2026.
- Values First Advisors held 60,240 shares of National Beverage worth $1.76M as of Q3 2026.
- Values First Advisors bought 4,283 National Beverage shares in Q3 2026, an estimated $135K.
- National Beverage made up 0.83% of Values First Advisors's portfolio in Q3 2026, its #42 holding.
- Values First Advisors first reported a position in National Beverage in Q4 2019 and has held it in 28 quarters since.
- Values First Advisors's National Beverage position peaked at $2.69M in Q3 2021.
- 41 funds tracked by Wall St. Rank held National Beverage as of Q3 2026.
Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.