Hennion & Walsh Asset Management’s Vita Coco COCO Stock Holding History

Hennion & Walsh Asset 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 Q2	$844K	Sell	12,756 -125	-1%	-$8.44K	0.02%	611
2026 Q1	$617K	Buy	12,881 +877	+7%	+$47.9K	0.02%	649
2025 Q4	$636K	Buy	12,004 +3,532	+42%	+$166K	0.02%	641
2025 Q3	$360K	Buy	+8,472	New	+$314K	0.01%	793

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Hennion & Walsh Asset Management's COCO Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Vita Coco (COCO) stake by 0.97% in Q2 2026, selling an estimated $8.44K and leaving 12,756 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #611.

Hennion & Walsh Asset Management first reported a position in COCO in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Hennion & Walsh Asset Management held 12,756 shares of Vita Coco worth $844K as of Q2 2026.
Hennion & Walsh Asset Management sold 125 Vita Coco shares in Q2 2026, an estimated $8.44K.
Vita Coco made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #611 holding.
Hennion & Walsh Asset Management first reported a position in Vita Coco in Q3 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.