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Disclosery

FIZZ NATIONAL BEVERAGE CORP

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Stock (common), issuer CIK 69891

249 managers (259 13F filers) reported a position in FIZZ shares at 2026-06-30, 24,621,096 shares in all. 46 filers opened a position and 31 filers sold out during the quarter.

Managers
249
13F filers
259
New
46
Added
103
Reduced
66
Sold out
31
Shares held by filers
24,621,096

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Marquette Asset Management, LLC88$2.75K<0.01%new13F-HRTimeline
Kilter Group LLC85$2.65K<0.01%+3513F-HRTimeline
Rialto Wealth Management, LLC82$2.56K<0.01%+4713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…76$2.37K<0.01%-18613F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO74$2.31K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC69$2.15K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners69$2.15K<0.01%new13F-HRTimelineGroup
Smithfield Trust Co80$2K<0.01%013F-HRTimeline
TD Capital Management LLC52$1.62K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC51$1.59K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC43$1.34K<0.01%new13F-HR/ATimeline
Golden State Wealth Management, LLC42$1.31K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…39$1.22K<0.01%013F-HRTimeline
Essential Partners LLC36$1.12K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS34$1.03K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.31$967<0.01%+1913F-HRTimeline
Clearstead Advisors, LLC30$937<0.01%new13F-HRTimeline
Larson Financial Group LLC25$780<0.01%-13813F-HRTimeline
Aster Capital Management (DIFC) Ltd25$780<0.01%-13913F-HR/ATimeline
Creative Capital Management Investments…19$593<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…18$562<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC16$498<0.01%-913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15$468<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc15$468<0.01%+113F-HRTimeline
Breakwater Investment Management15$468<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC13$406<0.01%new13F-HRTimeline
True Wealth Design, LLC13$406<0.01%-813F-HRTimeline
HFM Investment Advisors, LLC12$375<0.01%+813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12$374<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC12$374<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.11$344<0.01%-113F-HRTimeline
Ankerstar Wealth, LLC11$343<0.01%+713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.9$281<0.01%new13F-HRTimelineGroup
LRI Investments, LLC9$281<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.6$187<0.01%new13F-HRTimeline
Caitong International Asset Management …5$156<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5$155<0.01%013F-HRTimeline
Abound Wealth Management3$94<0.01%-113F-HRTimeline
Buck Wealth Strategies, LLC3$94<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3$94<0.01%013F-HRTimeline
JPL Wealth Management, LLC2$63<0.01%new13F-HRTimeline
Bogart Wealth, LLC2$62<0.01%013F-HRTimeline
DecisionPoint Financial, LLC2$62<0.01%new13F-HRTimeline
Hughes Financial Services, LLC2$62<0.01%+113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$32<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$31<0.01%013F-HRTimeline
Davis Capital Management1$31<0.01%new13F-HRTimeline
Evolution Advisers, Inc.5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.