ZVIA.NYSEZevia Pbc

SCHEDULE: CDP Maintains 15.9% Stake in Zevia PBC

Sentiment:

Schedule 13D Amendment


Caisse de dépôt et placement du Québec (CDPQ) filed an amendment to its Schedule 13D confirming its continued beneficial ownership of 15.9% of Zevia PBC's Class A common stock.

Summary

  • CDP Investissements Inc. and Caisse de dépôt et placement du Québec (CDPQ) maintain a combined beneficial ownership of 11,400,428 shares of Zevia PBC Class A common stock.
  • This holding represents approximately 15.9% of the issuer's total outstanding Class A common stock.
  • The ownership percentage is calculated based on 71,775,241 shares outstanding as of May 1, 2026.
  • No transactions in the issuer's shares have been effected by the reporting persons in the 60 days preceding the filing date.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing; it is a standard regulatory disclosure confirming existing ownership levels with no change in position.

Positives

  • Institutional investor maintains a significant 15.9% stake, signaling long-term commitment to the company.

Negatives

  • No new investment activity or accumulation of shares reported in the last 60 days.

Risks

  • Concentration of ownership by a major institutional shareholder could influence future corporate governance or strategic decisions.

Future Outlook

The filing does not provide specific forward-looking guidance regarding the issuer's business operations, but confirms the reporting persons' continued status as significant shareholders.

Industry Context

StockSavvy.ai notes that this filing is a routine regulatory update regarding institutional ownership levels. It reflects standard portfolio maintenance by a large pension fund manager rather than a shift in strategic direction for the beverage sector.

Comparison to Industry Standards

  • The 15.9% stake is consistent with typical long-term institutional holding patterns for mid-cap consumer goods companies.
  • The disclosure follows standard SEC requirements for beneficial owners exceeding the 5% threshold.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Disclosure UpdateUpdated Annex A to reflect current directors and officers of the reporting entities.05/28/2026Minimal; reflects administrative updates to reporting person background information.

Stakeholder Impact

  • Shareholders may view the maintenance of a 15.9% stake by a major institutional investor as a sign of stability.

Next Steps

  • Continued monitoring of Zevia PBC's share price and future regulatory filings by CDPQ.

Key Dates

DateDescription
08/05/2021Original Schedule 13D filing date.
05/01/2026Date of shares outstanding count used for calculation.
05/06/2026Filing date of the issuer's Quarterly Report on Form 10-Q.
05/27/2026Date of event requiring the filing of this statement.
05/28/2026Date of signature for the current filing.

Keywords

Zevia PBC, CDPQ, Schedule 13D, Institutional Ownership, Class A Common Stock, Shareholder Disclosure

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