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Financial Consulate’s Vita Coco COCO Stock Holding History

Financial Consulate’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 		$1.52K Buy
+23
New +$1.55K ﹤0.01% 1080

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

Financial Consulate's COCO Position: Q2 2026 in Review

Financial Consulate opened a new position in Vita Coco (COCO) in Q2 2026: 23 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings.

339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Financial Consulate held 23 shares of Vita Coco worth $1.52K as of Q2 2026.
  • Vita Coco was a new Financial Consulate position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1080 holding.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.