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Global Retirement Partners’s Zevia ZVIA Stock Holding History

Global Retirement Partners’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 		$734 Buy
+450
New +$612 ﹤0.01% 4233
2025
Q4 		$1.04K Hold
450
– – ﹤0.01% 3879
2025
Q3 		$1.22K Hold
450
– – ﹤0.01% 3477
2025
Q2 		$1.45K Buy
+450
New +$1.18K ﹤0.01% 3348

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

Global Retirement Partners's ZVIA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Zevia (ZVIA) in Q2 2026: 450 shares worth $734. The stake represents ﹤0.01% of the portfolio and ranks #4233 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ZVIA as recently as Q4 2025.

Global Retirement Partners first reported a position in ZVIA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.45K in Q2 2025. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Global Retirement Partners held 450 shares of Zevia worth $734 as of Q2 2026.
  • Zevia was a new Global Retirement Partners position in Q2 2026.
  • Zevia made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4233 holding.
  • Global Retirement Partners first reported a position in Zevia in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Zevia position peaked at $1.45K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.