Morgan Stanley
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Morgan Stanley’s Zevia ZVIA Stock Holding History

Morgan Stanley’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 		$31.5K Sell
19,327
-32,392
-63% -$44K ﹤0.01% 6665
2026
Q1 		$60.5K Sell
51,719
-63,983
-55% -$102K ﹤0.01% 6348
2025
Q4 		$268K Buy
115,702
+77,434
+202% +$192K ﹤0.01% 5808
2025
Q3 		$104K Sell
38,268
-99,309
-72% -$286K ﹤0.01% 6131
2025
Q2 		$443K Buy
137,577
+103,461
+303% +$272K ﹤0.01% 5525
2025
Q1 		$73.7K Buy
34,116
+23,954
+236% +$78.4K ﹤0.01% 6143
2024
Q4 		$42.6K Buy
10,162
+5,876
+137% +$12K ﹤0.01% 6339
2024
Q3 		$4.63K Sell
4,286
-33,293
-89% -$31.5K ﹤0.01% 6933
2024
Q2 		$25.4K Sell
37,579
-2,877
-7% -$2.66K ﹤0.01% 6378
2024
Q1 		$47.3K Sell
40,456
-31,755
-44% -$49K ﹤0.01% 6234
2023
Q4 		$145K Sell
72,211
-9,241
-11% -$18.5K ﹤0.01% 5806
2023
Q3 		$181K Buy
81,452
+22,420
+38% +$65.9K ﹤0.01% 5631
2023
Q2 		$254K Buy
59,032
+1,365
+2% +$5.27K ﹤0.01% 5538
2023
Q1 		$222K Sell
57,667
-8,562
-13% -$34.5K ﹤0.01% 5665
2022
Q4 		$271K Buy
66,229
+13,467
+26% +$55.5K ﹤0.01% 5547
2022
Q3 		$228K Sell
52,762
-42,075
-44% -$171K ﹤0.01% 5671
2022
Q2 		$266K Sell
94,837
-120,714
-56% -$374K ﹤0.01% 5750
2022
Q1 		$984K Buy
215,551
+209,510
+3,468% +$1.46M ﹤0.01% 5007
2021
Q4 		$42K Sell
6,041
-33,697
-85% -$329K ﹤0.01% 6896
2021
Q3 		$457K Buy
+39,738
New +$527K ﹤0.01% 5553

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

Morgan Stanley's ZVIA Position: Q2 2026 in Review

Morgan Stanley reduced its Zevia (ZVIA) stake by 63% in Q2 2026, selling an estimated $44K and leaving 19,327 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6665.

Morgan Stanley first reported a position in ZVIA in Q3 2021 and has held it in 20 quarters since. The position peaked at $984K in Q1 2022. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Morgan Stanley held 19,327 shares of Zevia worth $31.5K as of Q2 2026.
  • Morgan Stanley sold 32,392 Zevia shares in Q2 2026, an estimated $44K.
  • Zevia made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6665 holding.
  • Morgan Stanley first reported a position in Zevia in Q3 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Zevia position peaked at $984K in Q1 2022.
  • 102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.