CMF
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Counterpoint Mutual Funds’s Vita Coco COCO Stock Holding History

Counterpoint Mutual Funds’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 		$6.49M Buy
+98,087
New +$6.62M 0.64% 52
2025
Q1 		– Sell
-12,519
Closed -$462K – 312
2024
Q4 		$462K Buy
+12,519
New +$417K 0.06% 126

Other funds holding COCO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Counterpoint Mutual Funds's COCO Position: Q2 2026 in Review

Counterpoint Mutual Funds opened a new position in Vita Coco (COCO) in Q2 2026: 98,087 shares worth $6.49M. The stake represents 0.64% of the portfolio and ranks #52 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in COCO as recently as Q4 2024.

Counterpoint Mutual Funds first reported a position in COCO in Q4 2024 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Counterpoint Mutual Funds held 98,087 shares of Vita Coco worth $6.49M as of Q2 2026.
  • Vita Coco was a new Counterpoint Mutual Funds position in Q2 2026.
  • Vita Coco made up 0.64% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #52 holding.
  • Counterpoint Mutual Funds first reported a position in Vita Coco in Q4 2024 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.