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Yousif Capital Management’s National Beverage FIZZ Stock Holding History

Yousif Capital Management’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
2025
Q3 		– Sell
-6,277
Closed -$271K – 1898
2025
Q2 		$271K Sell
6,277
-121
-2% -$5.32K ﹤0.01% 1716
2025
Q1 		$266K Sell
6,398
-69
-1% -$2.84K ﹤0.01% 1697
2024
Q4 		$276K Sell
6,467
-75
-1% -$3.5K ﹤0.01% 1721
2024
Q3 		$307K Sell
6,542
-205
-3% -$9.73K ﹤0.01% 1717
2024
Q2 		$346K Sell
6,747
-1,206
-15% -$56.4K ﹤0.01% 1629
2024
Q1 		$377K Sell
7,953
-960
-11% -$47K ﹤0.01% 1648
2023
Q4 		$443K Sell
8,913
-75
-0.8% -$3.59K 0.01% 1593
2023
Q3 		$423K Sell
8,988
-683
-7% -$34.4K 0.01% 1565
2023
Q2 		$468K Sell
9,671
-613
-6% -$30.8K 0.01% 1521
2023
Q1 		$542K Sell
10,284
-1,730
-14% -$80.6K 0.01% 1456
2022
Q4 		$559K Sell
12,014
-3,970
-25% -$186K 0.01% 1450
2022
Q3 		$616K Sell
15,984
-353
-2% -$17.6K 0.01% 1427
2022
Q2 		$800K Sell
16,337
-1,625
-9% -$75.8K 0.01% 1346
2022
Q1 		$781K Sell
17,962
-474
-3% -$20.6K 0.01% 1456
2021
Q4 		$836K Buy
+18,436
New +$1M 0.01% 1449

Other funds holding FIZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Yousif Capital Management's FIZZ Position: Q3 2025 in Review

Yousif Capital Management sold out of National Beverage (FIZZ) in Q3 2025, closing a stake of 6,277 shares — an estimated $271K sold.

Yousif Capital Management first reported a position in FIZZ in Q4 2021 and held it in 15 quarters. The position peaked at $836K in Q4 2021. 236 funds tracked by Wall St. Rank hold FIZZ as of Q3 2025.

  • Yousif Capital Management reported no remaining National Beverage position as of Q3 2025 after selling out during the quarter.
  • Yousif Capital Management sold 6,277 National Beverage shares in Q3 2025, an estimated $271K.
  • Yousif Capital Management first reported a position in National Beverage in Q4 2021 and held it in 15 quarters.
  • Yousif Capital Management's National Beverage position peaked at $836K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held National Beverage as of Q3 2025.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.