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Wealth Preservation Advisors’s Zevia ZVIA Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-71
Closed -$83 – 971
2026
Q1 		$83 Buy
+71
New +$113 ﹤0.01% 949

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

Wealth Preservation Advisors's ZVIA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Zevia (ZVIA) in Q2 2026, closing a stake of 71 shares — an estimated $83 sold.

Wealth Preservation Advisors first reported a position in ZVIA in Q1 2026 and held it in 1 quarter. The position peaked at $83 in Q1 2026. 102 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Zevia position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 71 Zevia shares in Q2 2026, an estimated $83.
  • Wealth Preservation Advisors first reported a position in Zevia in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Zevia position peaked at $83 in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.