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 Q2	$248K	Buy	151,915 +6,651	+5%	+$9.04K	﹤0.01%	2377
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) 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 Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth's ZVIA Position: Q2 2026 in Review

Focus Partners Wealth increased its Zevia (ZVIA) stake by 4.6% in Q2 2026, buying an estimated $9.04K and bringing the position to 151,915 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Focus Partners Wealth first reported a position in ZVIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $778K in Q3 2025. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

Focus Partners Wealth held 151,915 shares of Zevia worth $248K as of Q2 2026.
Focus Partners Wealth bought 6,651 Zevia shares in Q2 2026, an estimated $9.04K.
Zevia made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2377 holding.
Focus Partners Wealth first reported a position in Zevia in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Zevia position peaked at $778K in Q3 2025.
102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.