AG
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Algert Global’s Zevia ZVIA Stock Holding History

Algert Global’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-60,450
Closed -$140K – 1362
2025
Q4 		$140K Sell
60,450
-6,950
-10% -$17.3K ﹤0.01% 1080
2025
Q3 		$183K Buy
67,400
+30,070
+81% +$86.6K ﹤0.01% 1050
2025
Q2 		$120K Buy
+37,330
New +$98.2K ﹤0.01% 1130
2023
Q4 		– Sell
-13,740
Closed -$31K – 1281
2023
Q3 		$31K Hold
13,740
– – ﹤0.01% 1081
2023
Q2 		$59K Hold
13,740
– – ﹤0.01% 1054
2023
Q1 		$53K Hold
13,740
– – ﹤0.01% 1101
2022
Q4 		$56K Buy
+13,740
New +$56.7K ﹤0.01% 1099
2022
Q3 		– Sell
-15,010
Closed -$42K – 1359
2022
Q2 		$42K Sell
15,010
-3,120
-17% -$9.66K ﹤0.01% 1162
2022
Q1 		$83K Buy
+18,130
New +$126K 0.01% 1115

Other funds holding ZVIA

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's ZVIA Position: Q1 2026 in Review

Algert Global sold out of Zevia (ZVIA) in Q1 2026, closing a stake of 60,450 shares — an estimated $140K sold.

Algert Global first reported a position in ZVIA in Q1 2022 and held it in 9 quarters. The position peaked at $183K in Q3 2025. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Algert Global reported no remaining Zevia position as of Q1 2026 after selling out during the quarter.
  • Algert Global sold 60,450 Zevia shares in Q1 2026, an estimated $140K.
  • Algert Global first reported a position in Zevia in Q1 2022 and held it in 9 quarters.
  • Algert Global's Zevia position peaked at $183K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.