Superior Planning, LLC’s Vita Coco COCO Stock Holding History

Superior Planning, LLC’s Portfolio COCO Stock Details COCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.1K	Buy	+281	New	+$17.8K	0.01%	769

Other funds holding COCO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's COCO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vita Coco (COCO) in Q3 2026: 281 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings.

228 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

Superior Planning, LLC held 281 shares of Vita Coco worth $16.1K as of Q3 2026.
Vita Coco was a new Superior Planning, LLC position in Q3 2026.
Vita Coco made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #769 holding.
228 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.