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Advyzon Investment Management’s Vita Coco COCO Stock Holding History

Advyzon Investment 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 		$443K Buy
6,692
+2,067
+45% +$139K 0.03% 516
2026
Q1 		$222K Buy
+4,625
New +$252K 0.02% 629

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Advyzon Investment Management's COCO Position: Q2 2026 in Review

Advyzon Investment Management increased its Vita Coco (COCO) stake by 45% in Q2 2026, buying an estimated $139K and bringing the position to 6,692 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #516.

Advyzon Investment Management first reported a position in COCO in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Advyzon Investment Management held 6,692 shares of Vita Coco worth $443K as of Q2 2026.
  • Advyzon Investment Management bought 2,067 Vita Coco shares in Q2 2026, an estimated $139K.
  • Vita Coco made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #516 holding.
  • Advyzon Investment Management first reported a position in Vita Coco in Q1 2026 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.