Creative Planning
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Creative Planning’s Zevia ZVIA Stock Holding History

Creative Planning’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 		$12.6K Buy
+10,763
New +$17.1K ﹤0.01% 4061
2023
Q2 		– Sell
-237
Closed -$913 – 2862
2023
Q1 		$913 Buy
+237
New +$956 ﹤0.01% 2545

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

Creative Planning's ZVIA Position: Q1 2026 in Review

Creative Planning opened a new position in Zevia (ZVIA) in Q1 2026: 10,763 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #4061 among its holdings. This is a return to the name: Creative Planning previously reported a position in ZVIA as recently as Q1 2023.

Creative Planning first reported a position in ZVIA in Q1 2023 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Creative Planning held 10,763 shares of Zevia worth $12.6K as of Q1 2026.
  • Zevia was a new Creative Planning position in Q1 2026.
  • Zevia made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4061 holding.
  • Creative Planning first reported a position in Zevia in Q1 2023 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.