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Creative Planning FIZZ Position History
National Beverage Corp. • Consumer Defensive
Quarters held
8
Latest value
$5.9M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $552K |
| Q3 2025 | $8K |
| Q4 2025 | $2.9M |
| Q1 2026 | $5.4M |
| Q2 2026 | $69K |
| Q2 2026 | $8.2M |
| Q3 2026 | $33K |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 202.5K | — | — |
| Q3 2026 | $33K | 1.1K | — | — |
| Q2 2026 | $8.2M | 261.5K | — | — |
| Q2 2026 | $69K | 2.2K | — | — |
| Q1 2026 | $5.4M | 161.0K | — | — |
| Q4 2025 | $2.9M | 92.4K | — | — |
| Q3 2025 | $8K | 208 | — | — |
| Q3 2025 | $552K | 15.0K | — | — |