Creative Planning
COCO icon

Creative Planning’s Vita Coco COCO Stock Holding History

Creative Planning’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 		$779K Buy
11,774
+3,112
+36% +$210K ﹤0.01% 2857
2026
Q1 		$415K Buy
8,662
+3,505
+68% +$191K ﹤0.01% 3167
2025
Q4 		$273K Buy
+5,157
New +$242K ﹤0.01% 3312

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

Creative Planning's COCO Position: Q2 2026 in Review

Creative Planning increased its Vita Coco (COCO) stake by 36% in Q2 2026, buying an estimated $210K and bringing the position to 11,774 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Creative Planning first reported a position in COCO in Q4 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Creative Planning held 11,774 shares of Vita Coco worth $779K as of Q2 2026.
  • Creative Planning bought 3,112 Vita Coco shares in Q2 2026, an estimated $210K.
  • Vita Coco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2857 holding.
  • Creative Planning first reported a position in Vita Coco in Q4 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.