DF
COCO icon

DecisionPoint Financial’s Vita Coco COCO Stock Holding History

DecisionPoint Financial’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 		$690 Hold
10
– – ﹤0.01% 533
2026
Q1 		$480 Hold
10
– – ﹤0.01% 492
2025
Q4 		$531 Hold
10
– – ﹤0.01% 523
2025
Q3 		$425 Hold
10
– – ﹤0.01% 503
2025
Q2 		$369 Buy
+10
New +$334 ﹤0.01% 513

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

DecisionPoint Financial's COCO Position: Q2 2026 in Review

DecisionPoint Financial held its Vita Coco (COCO) position steady in Q2 2026 at 10 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #533.

DecisionPoint Financial first reported a position in COCO in Q2 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • DecisionPoint Financial held 10 shares of Vita Coco worth $690 as of Q2 2026.
  • DecisionPoint Financial left its Vita Coco share count unchanged in Q2 2026.
  • Vita Coco made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #533 holding.
  • DecisionPoint Financial first reported a position in Vita Coco in Q2 2025 and has held it in 5 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.