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Gibbs Wealth Management’s Vita Coco COCO Stock Holding History

Gibbs Wealth Management’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 		$847K Buy
14,796
+3,449
+30% +$219K 0.09% 209
2026
Q2 		$750K Buy
+11,347
New +$766K 0.09% 210

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Gibbs Wealth Management's COCO Position: Q3 2026 in Review

Gibbs Wealth Management increased its Vita Coco (COCO) stake by 30% in Q3 2026, buying an estimated $219K and bringing the position to 14,796 shares worth $847K. The position accounts for 0.09% of the portfolio, ranked #209.

Gibbs Wealth Management first reported a position in COCO in Q2 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Gibbs Wealth Management held 14,796 shares of Vita Coco worth $847K as of Q3 2026.
  • Gibbs Wealth Management bought 3,449 Vita Coco shares in Q3 2026, an estimated $219K.
  • Vita Coco made up 0.09% of Gibbs Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Gibbs Wealth Management first reported a position in Vita Coco in Q2 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.