Bogart Wealth LLC’s Vita Coco COCO Stock Holding History

Bogart Wealth 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 Q2	$265	Hold	4	–	–	﹤0.01%	1883
2026 Q1	$192	Buy	+4	New	+$218	﹤0.01%	1701

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

Bogart Wealth LLC's COCO Position: Q2 2026 in Review

Bogart Wealth LLC held its Vita Coco (COCO) position steady in Q2 2026 at 4 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Bogart Wealth LLC 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.

Bogart Wealth LLC held 4 shares of Vita Coco worth $265 as of Q2 2026.
Bogart Wealth LLC left its Vita Coco share count unchanged in Q2 2026.
Vita Coco made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1883 holding.
Bogart Wealth LLC 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.