Vanguard Personalized Indexing Management’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
Q2
$752K Buy
24,117
+7,184
+42% +$250K 0.01% 1156
2026
Q1
$570K Buy
16,933
+4,270
+34% +$148K 0.01% 1241
2025
Q4
$404K Buy
12,663
+5,005
+65% +$172K ﹤0.01% 1359
2025
Q3
$283K Sell
7,658
-976
-11% -$42.2K ﹤0.01% 1536
2025
Q2
$373K Buy
8,634
+3,106
+56% +$137K ﹤0.01% 1339
2025
Q1
$230K Buy
+5,528
New +$228K ﹤0.01% 1456

Other funds holding FIZZ

Vanguard Personalized Indexing Management's FIZZ Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its National Beverage (FIZZ) stake by 42% in Q2 2026, buying an estimated $250K and bringing the position to 24,117 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #1156.

Vanguard Personalized Indexing Management first reported a position in FIZZ in Q1 2025 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Vanguard Personalized Indexing Management held 24,117 shares of National Beverage worth $752K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 7,184 National Beverage shares in Q2 2026, an estimated $250K.
  • National Beverage made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1156 holding.
  • Vanguard Personalized Indexing Management first reported a position in National Beverage in Q1 2025 and has held it in 6 quarters since.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.