Carson Wealth (CWM LLC)
ZVIA icon

Carson Wealth (CWM LLC)’s Zevia ZVIA Stock Holding History

Carson Wealth (CWM LLC)’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 		$24.5K Buy
20,948
+20,687
+7,926% +$32.8K ﹤0.01% 4293
2025
Q4 		$1K Buy
261
+158
+153% +$392 ﹤0.01% 5309
2025
Q3 		$0 Buy
+103
New +$297 ﹤0.01% 5589
2024
Q3 		– Sell
-399
Closed – – 5202
2024
Q2 		$0 Buy
399
+395
+9,875% +$365 ﹤0.01% 4994
2024
Q1 		$0 Buy
+4
New +$6 ﹤0.01% 4807

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

Carson Wealth (CWM LLC)'s ZVIA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Zevia (ZVIA) stake by 7,926% in Q1 2026, buying an estimated $32.8K and bringing the position to 20,948 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4293.

Carson Wealth (CWM LLC) first reported a position in ZVIA in Q1 2024 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,948 shares of Zevia worth $24.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,687 Zevia shares in Q1 2026, an estimated $32.8K.
  • Zevia made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4293 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zevia in Q1 2024 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.