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Decker Retirement Planning’s Vita Coco COCO Stock Holding History

Decker Retirement 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 		$132 Hold
2
– – ﹤0.01% 433
2026
Q1 		$96 Sell
2
-71,751
-100% -$3.92M ﹤0.01% 280
2025
Q4 		$3.8M Buy
+71,753
New +$3.37M 1.89% 16

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
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Decker Retirement Planning's COCO Position: Q2 2026 in Review

Decker Retirement Planning held its Vita Coco (COCO) position steady in Q2 2026 at 2 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Decker Retirement Planning first reported a position in COCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.8M in Q4 2025. 61 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Decker Retirement Planning held 2 shares of Vita Coco worth $132 as of Q2 2026.
  • Decker Retirement Planning left its Vita Coco share count unchanged in Q2 2026.
  • Vita Coco made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #433 holding.
  • Decker Retirement Planning first reported a position in Vita Coco in Q4 2025 and has held it in 3 quarters since.
  • Decker Retirement Planning's Vita Coco position peaked at $3.8M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.