AWM
COCO icon

Abound Wealth Management’s Vita Coco COCO Stock Holding History

Abound Wealth Management’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
Q2 		$67 Buy
+1
New +$67 ﹤0.01% 1334

Other funds holding COCO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Abound Wealth Management's COCO Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Vita Coco (COCO) in Q2 2026: 1 share worth $67. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings.

24 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Abound Wealth Management held 1 share of Vita Coco worth $67 as of Q2 2026.
  • Vita Coco was a new Abound Wealth Management position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1334 holding.
  • 24 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.