Farther Finance Advisors’s Vita Coco COCO Stock Holding History

Farther Finance 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	$77.2K	Buy	1,167 +1,118	+2,282%	+$75.4K	﹤0.01%	2912
2026 Q1	$2.38K	Buy	49 +14	+40%	+$764	﹤0.01%	4834
2025 Q4	$1.85K	Buy	35 +2	+6%	+$94	﹤0.01%	4720
2025 Q3	$1.4K	Buy	33 +27	+450%	+$1K	﹤0.01%	4262
2025 Q2	$217	Hold	6	–	–	﹤0.01%	4191
2025 Q1	$180	Hold	6	–	–	﹤0.01%	3966
2024 Q4	$221	Hold	6	–	–	﹤0.01%	3636
2024 Q3	$170	Sell	6 -7	-54%	-$186	﹤0.01%	3690
2024 Q2	$362	Buy	+13	New	+$345	﹤0.01%	3349

Other funds holding COCO

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

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 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Farther Finance Advisors's COCO Position: Q2 2026 in Review

Farther Finance Advisors increased its Vita Coco (COCO) stake by 2,282% in Q2 2026, buying an estimated $75.4K and bringing the position to 1,167 shares worth $77.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Farther Finance Advisors first reported a position in COCO in Q2 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Farther Finance Advisors held 1,167 shares of Vita Coco worth $77.2K as of Q2 2026.
Farther Finance Advisors bought 1,118 Vita Coco shares in Q2 2026, an estimated $75.4K.
Vita Coco made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2912 holding.
Farther Finance Advisors first reported a position in Vita Coco in Q2 2024 and has held it in 9 quarters since.
34 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.