DWM
ZVIA icon

DKM Wealth Management’s Zevia ZVIA Stock Holding History

DKM Wealth Management’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 		$15.2K Hold
13,000
– – 0.01% 73
2025
Q4 		$30.2K Hold
13,000
– – 0.02% 70
2025
Q3 		$35.4K Hold
13,000
– – 0.03% 64
2025
Q2 		$41.9K Buy
+13,000
New +$34.2K 0.04% 55

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

DKM Wealth Management's ZVIA Position: Q1 2026 in Review

DKM Wealth Management held its Zevia (ZVIA) position steady in Q1 2026 at 13,000 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #73.

DKM Wealth Management first reported a position in ZVIA in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.9K in Q2 2025. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • DKM Wealth Management held 13,000 shares of Zevia worth $15.2K as of Q1 2026.
  • DKM Wealth Management left its Zevia share count unchanged in Q1 2026.
  • Zevia made up 0.01% of DKM Wealth Management's portfolio in Q1 2026, its #73 holding.
  • DKM Wealth Management first reported a position in Zevia in Q2 2025 and has held it in 4 quarters since.
  • DKM Wealth Management's Zevia position peaked at $41.9K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.