National Beverage Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:FIZZ * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Dec 24	SellMex$7,550,558	Cecil Conlee	Individual	8,000	Mex$947.13
11 Jul 24	SellMex$8,945,672	Cecil Conlee	Individual	10,000	Mex$894.57
05 Jul 24	SellMex$15,028,920	Stanley Sheridan	Individual	16,000	Mex$939.31
09 Apr 24	SellMex$9,405,815	Cecil Conlee	Individual	12,000	Mex$783.82

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FIZZ *?
Owner Type	Number of Shares	Ownership Percentage
General Public	1,503,525	1.61%
Individual Insiders	3,282,030	3.52%
Institutions	21,962,899	23.5%
Private Companies	66,604,492	71.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 95.05% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
71.3%	IBS Partners, Ltd.	66,604,492	Mex$59.7b	0%	no data
4.05%	Kayne Anderson Rudnick Investment Management, LLC	3,780,005	Mex$3.4b	-6.34%	0.51%
3.96%	BlackRock, Inc.	3,700,533	Mex$3.3b	1.95%	no data
3.8%	Renaissance Technologies LLC	3,547,411	Mex$3.2b	-7.57%	0.23%
2.93%	The Vanguard Group, Inc.	2,737,589	Mex$2.5b	0.1%	no data
2.02%	Nick Caporella	1,890,080	Mex$1.7b	0%	no data
1.07%	Dimensional Fund Advisors LP	994,892	Mex$892.2m	-1.93%	0.01%
0.97%	Joseph Caporella	903,200	Mex$810.0m	0%	no data
0.91%	State Street Global Advisors, Inc.	847,682	Mex$760.2m	-0.2%	no data
0.58%	Geode Capital Management, LLC	545,810	Mex$489.5m	1.09%	no data
0.44%	Natixis Advisors, LLC	408,563	Mex$366.4m	5.3%	0.07%
0.31%	Charles Schwab Investment Management, Inc.	287,744	Mex$258.0m	0%	no data
0.3%	George Bracken	283,796	Mex$254.5m	0%	no data
0.29%	BNY Mellon Asset Management	275,093	Mex$246.7m	8.11%	no data
0.28%	Wells Fargo & Company, Securities and Brokerage Investments	258,078	Mex$231.4m	-6.46%	0.01%
0.28%	Northern Trust Global Investments	257,470	Mex$230.9m	1.61%	no data
0.22%	Rk Asset Management, LLC	203,966	Mex$182.9m	-0.57%	10.16%
0.2%	Norges Bank Investment Management	183,970	Mex$165.0m	59.9%	no data
0.2%	Jupiter Fund Management Plc	182,304	Mex$163.5m	0%	0.03%
0.16%	Invesco Capital Management LLC	145,688	Mex$130.6m	3.54%	no data
0.15%	Principal Global Investors, LLC	143,930	Mex$129.1m	-0.71%	no data
0.15%	Citadel Advisors LLC	143,084	Mex$128.3m	17.2%	0.01%
0.15%	Eaton Vance Management	141,927	Mex$127.3m	3.78%	no data
0.15%	Morgan Stanley, Investment Banking and Brokerage Investments	138,476	Mex$124.2m	3.33%	no data
0.14%	Envestnet Asset Management, Inc.	129,396	Mex$116.0m	-1.55%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/04/28 04:30
End of Day Share Price	2023/01/29 00:00
Earnings	2023/01/28
Annual Earnings	2022/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

National Beverage Corp. is covered by 8 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Garrett Nelson	CFRA Equity Research
Laurent Grandet	Credit Suisse
Laurent Grandet	Guggenheim Securities, LLC