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EverSource Wealth Advisors’s Vita Coco COCO Stock Holding History

EverSource Wealth Advisors’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 		$2.98K Sell
45
-319
-88% -$21.5K ﹤0.01% 3537
2026
Q1 		$17.4K Sell
364
-356
-49% -$19.4K ﹤0.01% 2588
2025
Q4 		$38.2K Sell
720
-565
-44% -$26.5K ﹤0.01% 1940
2025
Q3 		$54.6K Sell
1,285
-84
-6% -$3.12K ﹤0.01% 1646
2025
Q2 		$49.4K Buy
1,369
+1,344
+5,376% +$44.9K ﹤0.01% 1625
2025
Q1 		$766 Buy
25
+3
+14% +$107 ﹤0.01% 3324
2024
Q4 		$812 Buy
+22
New +$733 ﹤0.01% 3033

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

EverSource Wealth Advisors's COCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vita Coco (COCO) stake by 88% in Q2 2026, selling an estimated $21.5K and leaving 45 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

EverSource Wealth Advisors first reported a position in COCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.6K in Q3 2025. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • EverSource Wealth Advisors held 45 shares of Vita Coco worth $2.98K as of Q2 2026.
  • EverSource Wealth Advisors sold 319 Vita Coco shares in Q2 2026, an estimated $21.5K.
  • Vita Coco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3537 holding.
  • EverSource Wealth Advisors first reported a position in Vita Coco in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Vita Coco position peaked at $54.6K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.