FIZZ

National Beverage Corp Cross-source read$31.10 3.54%
Consumer StaplesCUSIP 635017106· EOD Sep 8, 2026

Among active 13F managers last quarter, 9 opened and 28 added, while 10 reduced; the largest holder to move was Renaissance Technologies LLC (−7.2%). Over the last 180 days, 1 insider bought and none sold, a net +$8K in open-market trades.

Tracked 13F holders
229
109 in Q2 2026 filings
13F value (tracked)
$753.0M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
37 adding · 10 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$8K
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$31.10 3.54%5Y -40.5%
$28.14$37.43$46.72$56.02$65.3120212022202320242025202622332431183121192124252721313126243132727263323424402733445503046355143495654454818
Hover for who · click for detailEnd-of-day closing prices52w $30.53 – $40.35

Who owns FIZZ?

229 tracked 13F filers · ranked by shares held

229 tracked 13F filers disclose a position in FIZZ as of the latest SEC 13F filings, a combined $753.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.4.3M
$133.1M
+4.5%
Added · +184K sh
Q2 2026
2Renaissance Technologies LLC2.9M
$99.1M
−7.2%
Reduced · −230K sh
Q1 2026
3Kayne Anderson Rudnick Investment Management LLC2.0M
$63.6M
−13%
Reduced · −301K sh
Q2 2026
4Dimensional Fund Advisors LP1.6M
$53.3M
+9.6%
Added · +138K sh
Q1 2026
5Vanguard Portfolio Management LLC1.6M
$49.1M
−2.0%
Reduced · −32K sh
Q2 2026
6Vanguard Capital Management LLC1.1M
$32.8M
+0.7%
Added · +7K sh
Q2 2026
7State Street Corp972K
$30.3M
+7.7%
Added · +70K sh
Q2 2026
8Geode Capital Management, LLC907K
$28.3M
+6.9%
Added · +59K sh
Q2 2026
9Two Sigma Investments, LP597K
$20.1M
+177%
Added · +382K sh
Q1 2026
10Goldman Sachs Group Inc538K
$18.1M
+121%
Added · +294K sh
Q1 2026
11Morgan Stanley510K
$17.2M
+18%
Added · +78K sh
Q1 2026
12Northern Trust Corp287K
$9.7M
+4.3%
Added · +12K sh
Q1 2026
13Algert Global LLC274K
$8.5M
+54%
Added · +97K sh
Q2 2026
14Norges Bank262K
$8.4M
+8.7%
Added · +21K sh
Q4 2025
15Jones Financial Companies LLLP255K
$8.5M
94×
Added · +252K sh
Q1 2026
16Bank Of America Corp245K
$8.2M
−13%
Reduced · −36K sh
Q1 2026
17Denali Advisors LLC223K
$7.0M
−5.7%
Reduced · −13K sh
Q2 2026
18Charles Schwab Investment Management Inc219K
$7.4M
+3.1%
Added · +7K sh
Q1 2026
19Teacher Retirement System Of Texas200K
$6.2M
+1.4%
Added · +3K sh
Q2 2026
20Bank of New York Mellon Corp171K
$5.8M
−0.8%
Reduced · −1K sh
Q1 2026
21Vanguard Fiduciary Trust Co167K
$5.2M
+2.1%
Added · +3K sh
Q2 2026
22AQR Capital Management LLC167K
$5.6M
+81%
Added · +74K sh
Q1 2026
23Creative Planning161K
$5.4M
+74%
Added · +69K sh
Q1 2026
24Wells Fargo & Company161K
$5.4M
−23%
Reduced · −49K sh
Q1 2026
25Envestnet Asset Management Inc141K
$4.8M
+43%
Added · +43K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FIZZ being bought or sold by institutions?

Last quarter, 9 funds opened a new position in FIZZ and 28 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
9
funds took a first position
Added
28
added to an existing position
Reduced
10
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FIZZ also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA116 funds$257.7B
Microsoft CorpMSFT116 funds$164.7B
Alphabet Inc-CL AGOOGL116 funds$108.9B
Costco Wholesale CorpCOST116 funds$22.4B
Chevron CorpCVX116 funds$18.1B
Meta Platforms Inc-Class AMETA115 funds$68.4B
JPMorgan Chase & CoJPM115 funds$38.4B
Amazon.com IncAMZN114 funds$125.5B
Broadcom IncAVGO114 funds$108.2B
Eli Lilly & CoLLY113 funds$54.2B
Visa Inc-Class A SharesV112 funds$39.4B
Oracle CorpORCL112 funds$14.4B

Ranked by how many of FIZZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FIZZ.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$8K
1 insider
Net · 180d
$8K
1 open-market transaction
DateInsiderRoleActionSharesValue
Jul 20, 2026Waldman Glenn J.DirectorBuy (P)250$8K
Apr 15, 2025sheridan stanley michaelDirectorSell (S)8K$347K
Dec 31, 2024sheridan stanley michaelDirectorSell (S)6K$259K
Dec 13, 2024Conlee Cecil DDirectorSell (S)5K$246K
Dec 12, 2024Conlee Cecil DDirectorSell (S)3K$129K
Jul 11, 2024Conlee Cecil DDirectorSell (S)10K$501K
Jul 5, 2024sheridan stanley michaelDirectorSell (S)16K$829K
Apr 9, 2024Conlee Cecil DDirectorSell (S)12K$575K
Oct 18, 2023Conlee Cecil DDirectorSell (S)5K$242K
Oct 17, 2023Conlee Cecil DDirectorSell (S)5K$221K
Oct 16, 2023Conlee Cecil DDirectorSell (S)3K$138K
Jul 11, 2022Conlee Cecil DDirectorSell (S)12K$594K

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5927
Insiders
Form 4 open-market
10+$8K
US House
STOCK Act trades
00$0
Sector rotation
FIZZ is in Consumer Staples, which smart money is rotating OUT OF
$5.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

109 tracked filers in Q2 2026 filingsstill filing
0104207Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $108.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for FIZZ

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Ask your agent what changed in FIZZ

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FIZZ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FIZZ.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FIZZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.