Focus Partners Wealth
ZVIA icon

Focus Partners Wealth’s Zevia ZVIA Stock Holding History

Focus Partners Wealth’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 		$170K Buy
145,264
+2,325
+2% +$3.69K ﹤0.01% 2446
2025
Q4 		$332K Sell
142,939
-142,953
-50% -$355K ﹤0.01% 2170
2025
Q3 		$778K Buy
285,892
+142,958
+100% +$412K ﹤0.01% 1403
2025
Q2 		$460K Hold
142,934
– – ﹤0.01% 1480
2025
Q1 		$309K Hold
142,934
– – ﹤0.01% 1560
2024
Q4 		$599K Hold
142,934
– – ﹤0.01% 1247
2024
Q3 		$154K Buy
+142,934
New +$135K ﹤0.01% 1485

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

Focus Partners Wealth's ZVIA Position: Q1 2026 in Review

Focus Partners Wealth increased its Zevia (ZVIA) stake by 1.6% in Q1 2026, buying an estimated $3.69K and bringing the position to 145,264 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Focus Partners Wealth first reported a position in ZVIA in Q3 2024 and has held it in 7 quarters since. The position peaked at $778K in Q3 2025. 118 funds tracked by Wall St. Rank hold ZVIA as of Q1 2026.

  • Focus Partners Wealth held 145,264 shares of Zevia worth $170K as of Q1 2026.
  • Focus Partners Wealth bought 2,325 Zevia shares in Q1 2026, an estimated $3.69K.
  • Zevia made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2446 holding.
  • Focus Partners Wealth first reported a position in Zevia in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Zevia position peaked at $778K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Zevia as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.