Carson Wealth (CWM LLC)
COCO icon

Carson Wealth (CWM LLC)’s Vita Coco COCO Stock Holding History

Carson Wealth (CWM 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
Q1 		$77.4K Buy
1,615
+110
+7% +$6K ﹤0.01% 3476
2025
Q4 		$80K Buy
1,505
+232
+18% +$10.9K ﹤0.01% 3227
2025
Q3 		$54K Buy
1,273
+28
+2% +$1.04K ﹤0.01% 3461
2025
Q2 		$45K Sell
1,245
-1,623
-57% -$54.2K ﹤0.01% 3361
2025
Q1 		$88K Buy
2,868
+367
+15% +$13.1K ﹤0.01% 2521
2024
Q4 		$92K Buy
2,501
+225
+10% +$7.5K ﹤0.01% 2332
2024
Q3 		$64K Sell
2,276
-444
-16% -$11.8K ﹤0.01% 2504
2024
Q2 		$76K Buy
2,720
+787
+41% +$20.9K ﹤0.01% 2172
2024
Q1 		$47K Buy
1,933
+491
+34% +$11.4K ﹤0.01% 2326
2023
Q4 		$37K Buy
1,442
+69
+5% +$1.87K ﹤0.01% 2353
2023
Q3 		$36K Hold
1,373
– – ﹤0.01% 2281
2023
Q2 		$37K Hold
1,373
– – ﹤0.01% 2204
2023
Q1 		$27K Hold
1,373
– – ﹤0.01% 2283
2022
Q4 		$19K Buy
+1,373
New +$16.1K ﹤0.01% 2400

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vita Coco (COCO) stake by 7.3% in Q1 2026, buying an estimated $6K and bringing the position to 1,615 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

Carson Wealth (CWM LLC) first reported a position in COCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $92K in Q4 2024. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,615 shares of Vita Coco worth $77.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 110 Vita Coco shares in Q1 2026, an estimated $6K.
  • Vita Coco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3476 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vita Coco in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Vita Coco position peaked at $92K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.