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IFP Advisors’s Vita Coco COCO Stock Holding History

IFP 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 		$45.6K Buy
689
+467
+210% +$31.5K ﹤0.01% 2459
2026
Q1 		$10.6K Buy
222
+110
+98% +$6K ﹤0.01% 3117
2025
Q4 		$5.94K Hold
112
– – ﹤0.01% 3325
2025
Q3 		$4.76K Hold
112
– – ﹤0.01% 3285
2025
Q2 		$4.04K Buy
112
+33
+42% +$1.1K ﹤0.01% 3525
2025
Q1 		$2.54K Sell
79
-8
-9% -$285 ﹤0.01% 3068
2024
Q4 		$3.36K Buy
+87
New +$2.9K ﹤0.01% 2931
2023
Q4 		– Sell
-15
Closed -$391 – 3097
2023
Q3 		$391 Buy
+15
New +$400 ﹤0.01% 3130

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

IFP Advisors's COCO Position: Q2 2026 in Review

IFP Advisors increased its Vita Coco (COCO) stake by 210% in Q2 2026, buying an estimated $31.5K and bringing the position to 689 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

IFP Advisors first reported a position in COCO in Q3 2023 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • IFP Advisors held 689 shares of Vita Coco worth $45.6K as of Q2 2026.
  • IFP Advisors bought 467 Vita Coco shares in Q2 2026, an estimated $31.5K.
  • Vita Coco made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2459 holding.
  • IFP Advisors first reported a position in Vita Coco in Q3 2023 and has held it in 8 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.