Position in ZVIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$247,621
+$77,663 QoQ
Shares Held
151,915
+4.6% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 102 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ZVIA Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $414,220,321 across 8 Beverages - Non-Alcoholic names. ZVIA ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,915,908 | $259,413,943 | |
| 2 | KO |
Coca Cola Co
|
1,384,795 | $112,542,289 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
159,540 | $15,965,167 | |
| 4 | MNST |
Monster Beverage Corp
|
242,928 | $11,675,119 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
58,694 | $11,205,858 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
76,009 | $2,487,774 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
6,424 | $682,550 | |
| 8 | ZVIA |
Zevia PBC
This page
|
151,915 | $247,621 |
All Filings in ZVIA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,621 | 151,915 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $169,958 | 145,264 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $331,618 | 142,939 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $777,626 | 285,892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $460,247 | 142,934 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $308,737 | 142,934 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $598,893 | 142,934 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $154,368 | 142,934 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||