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BFC Planning, Inc.’s Vita Coco COCO Stock Holding History

BFC Planning, Inc.’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 		$7.52M Buy
+113,756
New +$7.68M 0.31% 65
2026
Q1 		– Sell
-7
Closed -$371 – 3077
2025
Q4 		$371 Buy
+7
New +$328 ﹤0.01% 2971

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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Driehaus Capital Management
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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

BFC Planning, Inc.'s COCO Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Vita Coco (COCO) in Q2 2026: 113,756 shares worth $7.52M. The stake represents 0.31% of the portfolio and ranks #65 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in COCO as recently as Q4 2025.

BFC Planning, Inc. first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • BFC Planning, Inc. held 113,756 shares of Vita Coco worth $7.52M as of Q2 2026.
  • Vita Coco was a new BFC Planning, Inc. position in Q2 2026.
  • Vita Coco made up 0.31% of BFC Planning, Inc.'s portfolio in Q2 2026, its #65 holding.
  • BFC Planning, Inc. first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.