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
Q2 		$38.9K Buy
23,859
+13,096
+122% +$17.8K ﹤0.01% 4144
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 $70.2B AUM 30.95% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
SPCM
Stoic Point Capital Management Palo Alto, California $121M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's ZVIA Position: Q2 2026 in Review

Creative Planning increased its Zevia (ZVIA) stake by 122% in Q2 2026, buying an estimated $17.8K and bringing the position to 23,859 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4144.

Creative Planning first reported a position in ZVIA in Q1 2023 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Creative Planning held 23,859 shares of Zevia worth $38.9K as of Q2 2026.
  • Creative Planning bought 13,096 Zevia shares in Q2 2026, an estimated $17.8K.
  • Zevia made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4144 holding.
  • Creative Planning first reported a position in Zevia in Q1 2023 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.