National Beverage shares owned by Creative Planning
Quarter-by-quarter ownership of National Beverage (FIZZ) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in National Beverage
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Quarterly reported holdings in National Beverage by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 15k | 36.92 |
| 2025-06-30 | $771k | 18k | 43.24 |
| 2025-03-31 | $210k | 5.1k | 41.54 |
| 2023-03-31 | $633 | 12 | 52.75 |
| 2017-06-30 | $72k | 770 | 93.51 |
| 2017-03-31 | $27k | 320 | 84.38 |
| 2016-12-31 | $15k | 300 | 50.00 |
| 2016-09-30 | $17k | 400 | 43.33 |
| 2016-06-30 | $29k | 478 | 61.15 |
| 2015-12-31 | $3.0k | 500 | 6.00 |
| 2014-12-31 | $5.0k | 200 | 25.00 |