Basecamp Wealth Advisors’s Vita Coco COCO Stock Holding History

Basecamp Wealth Advisors’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	–	Sell	-19	Closed	-$910	–	1862
2026 Q1	$910	Buy	+19	New	+$1.04K	﹤0.01%	1580

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Basecamp Wealth Advisors's COCO Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Vita Coco (COCO) in Q2 2026, closing a stake of 19 shares — an estimated $910 sold.

Basecamp Wealth Advisors first reported a position in COCO in Q1 2026 and held it in 1 quarter. The position peaked at $910 in Q1 2026. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Basecamp Wealth Advisors reported no remaining Vita Coco position as of Q2 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 19 Vita Coco shares in Q2 2026, an estimated $910.
Basecamp Wealth Advisors first reported a position in Vita Coco in Q1 2026 and held it in 1 quarter.
Basecamp Wealth Advisors's Vita Coco position peaked at $910 in Q1 2026.
339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.