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National Beverage shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of National Beverage (FIZZ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in National Beverage

Tip: Access up to 7 years of quarterly data

All positions including National Beverage held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Beverage by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $298k 6.9k 43.24
2025-03-31 $279k 6.7k 41.54

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Amazon (AMZN)
Broadcom (AVGO)
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View all positions for EP Wealth Advisors

Top funds holding National Beverage

BlackRock
Renaissance Technologies
Vanguard Group
Kayne Anderson Rudnick Investment Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Morgan Stanley
Two Sigma Investments
Two Sigma Advisers
Qube Research & Technologies
Northern Trust
Charles Schwab Investment Management
D. E. Shaw & Co
Citadel Advisors

View all funds holding National Beverage