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Clearstead Advisors’s Vita Coco COCO Stock Holding History

Clearstead 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 		$8.33K Buy
+126
New +$8.5K ﹤0.01% 2042
2026
Q1 		– Sell
-2,179
Closed -$116K – 2371
2025
Q4 		$116K Buy
2,179
+1,501
+221% +$70.4K ﹤0.01% 1090
2025
Q3 		$28.8K Buy
678
+675
+22,500% +$25K ﹤0.01% 1480
2025
Q2 		$109 Buy
+3
New +$100 ﹤0.01% 2611

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

Clearstead Advisors's COCO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Vita Coco (COCO) in Q2 2026: 126 shares worth $8.33K. The stake represents ﹤0.01% of the portfolio and ranks #2042 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in COCO as recently as Q4 2025.

Clearstead Advisors first reported a position in COCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $116K in Q4 2025. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Clearstead Advisors held 126 shares of Vita Coco worth $8.33K as of Q2 2026.
  • Vita Coco was a new Clearstead Advisors position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2042 holding.
  • Clearstead Advisors first reported a position in Vita Coco in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Vita Coco position peaked at $116K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.