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Integrated Wealth Concepts’s Vita Coco COCO Stock Holding History

Integrated Wealth Concepts’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 		$285K Buy
+4,312
New +$291K ﹤0.01% 2111

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

Integrated Wealth Concepts's COCO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Vita Coco (COCO) in Q2 2026: 4,312 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #2111 among its holdings.

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

  • Integrated Wealth Concepts held 4,312 shares of Vita Coco worth $285K as of Q2 2026.
  • Vita Coco was a new Integrated Wealth Concepts position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2111 holding.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.