Geode Capital Management
ZVIA icon

Geode Capital Management’s Zevia ZVIA Stock Holding History

Geode Capital 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
Q3 		$620K Buy
524,881
+132,730
+34% +$195K ﹤0.01% 3485
2026
Q2 		$640K Sell
392,151
-655,652
-63% -$891K ﹤0.01% 3509
2026
Q1 		$1.23M Buy
1,047,803
+24,412
+2% +$38.8K ﹤0.01% 3298
2025
Q4 		$2.37M Buy
1,023,391
+231,965
+29% +$576K ﹤0.01% 3105
2025
Q3 		$2.15M Sell
791,426
-141,981
-15% -$409K ﹤0.01% 3158
2025
Q2 		$3.01M Buy
933,407
+372,665
+66% +$981K ﹤0.01% 2992
2025
Q1 		$1.21M Buy
560,742
+21,090
+4% +$69K ﹤0.01% 3238
2024
Q4 		$2.26M Buy
539,652
+3,177
+0.6% +$6.47K ﹤0.01% 3085
2024
Q3 		$580K Sell
536,475
-3,291
-0.6% -$3.12K ﹤0.01% 3543
2024
Q2 		$365K Sell
539,766
-206,721
-28% -$191K ﹤0.01% 3688
2024
Q1 		$874K Buy
746,487
+6,666
+0.9% +$10.3K ﹤0.01% 3413
2023
Q4 		$1.49M Buy
739,821
+31,472
+4% +$63.1K ﹤0.01% 3196
2023
Q3 		$1.57M Buy
708,349
+33,234
+5% +$97.7K ﹤0.01% 3158
2023
Q2 		$2.91M Buy
675,115
+317,041
+89% +$1.22M ﹤0.01% 2981
2023
Q1 		$1.38M Hold
358,074
– – ﹤0.01% 3204
2022
Q4 		$1.46M Sell
358,074
-850
-0.2% -$3.5K ﹤0.01% 3188
2022
Q3 		$1.55M Buy
358,924
+273,484
+320% +$1.11M ﹤0.01% 3184
2022
Q2 		$240K Sell
85,440
-58,284
-41% -$181K ﹤0.01% 4157
2022
Q1 		$656K Sell
143,724
-12,850
-8% -$89.5K ﹤0.01% 3808
2021
Q4 		$1.1M Buy
156,574
+61,325
+64% +$599K ﹤0.01% 3671
2021
Q3 		$1.1M Buy
+95,249
New +$1.26M ﹤0.01% 3628

Other funds holding ZVIA

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
RS
R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Geode Capital Management's ZVIA Position: Q3 2026 in Review

Geode Capital Management increased its Zevia (ZVIA) stake by 34% in Q3 2026, buying an estimated $195K and bringing the position to 524,881 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #3485.

Geode Capital Management first reported a position in ZVIA in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.01M in Q2 2025. 28 funds tracked by Wall St. Rank hold ZVIA as of Q3 2026.

  • Geode Capital Management held 524,881 shares of Zevia worth $620K as of Q3 2026.
  • Geode Capital Management bought 132,730 Zevia shares in Q3 2026, an estimated $195K.
  • Zevia made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3485 holding.
  • Geode Capital Management first reported a position in Zevia in Q3 2021 and has held it in 21 quarters since.
  • Geode Capital Management's Zevia position peaked at $3.01M in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Zevia as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.