A detailed history of Creative Planning transactions in National Beverage Corp stock. As of the latest transaction made, Creative Planning holds 15,162 shares of FIZZ stock, worth $502,468. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,162
Previous 17,832 14.97%
Holding current value
$502,468
Previous $771,000 27.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$36.54 - $47.69 $97,561 - $127,332
-2,670 Reduced 14.97%
15,162 $559,000
Q2 2025

Aug 08, 2025

BUY
$41.45 - $46.54 $529,606 - $594,641
12,777 Added 252.76%
17,832 $771,000
Q1 2025

May 15, 2025

BUY
$38.95 - $43.68 $196,892 - $220,802
5,055 New
5,055 $209,000
Q1 2023

May 15, 2023

BUY
$42.26 - $52.91 $507 - $634
12 New
12 $0

Others Institutions Holding FIZZ

About NATIONAL BEVERAGE CORP


  • Ticker FIZZ
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 93,338,200
  • Market Cap $3.09B
  • Description
  • National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks primarily in the United States and Canada. The company offers beverages to the active and health-conscious consumers, including sparkling waters, energy drinks, and juices un...
More about FIZZ
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.