Essential Partners
COCO icon

Essential Partners’s Vita Coco COCO Stock Holding History

Essential Partners’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
Q3 		$802 Hold
14
– – ﹤0.01% 2264
2026
Q2 		$926 Hold
14
– – ﹤0.01% 2277
2026
Q1 		$671 Hold
14
– – ﹤0.01% 2349
2025
Q4 		$742 Buy
14
+2
+17% +$94 ﹤0.01% 2126
2025
Q3 		$510 Buy
12
+3
+33% +$111 ﹤0.01% 2201
2025
Q2 		$325 Buy
+9
New +$301 ﹤0.01% 1821

Other funds holding COCO

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Essential Partners's COCO Position: Q3 2026 in Review

Essential Partners held its Vita Coco (COCO) position steady in Q3 2026 at 14 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Essential Partners first reported a position in COCO in Q2 2025 and has held it in 6 quarters since. The position peaked at $926 in Q2 2026. 50 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Essential Partners held 14 shares of Vita Coco worth $802 as of Q3 2026.
  • Essential Partners left its Vita Coco share count unchanged in Q3 2026.
  • Vita Coco made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2264 holding.
  • Essential Partners first reported a position in Vita Coco in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Vita Coco position peaked at $926 in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.