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Keating Financial Advisory Services’s Vita Coco COCO Stock Holding History

Keating Financial Advisory Services’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 		$2.78K Buy
42
+3
+8% +$202 ﹤0.01% 1812
2026
Q1 		$1.87K Buy
39
+36
+1,200% +$1.97K ﹤0.01% 1872
2025
Q4 		$159 Buy
+3
New +$141 ﹤0.01% 2094

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Keating Financial Advisory Services's COCO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Vita Coco (COCO) stake by 7.7% in Q2 2026, buying an estimated $202 and bringing the position to 42 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Keating Financial Advisory Services first reported a position in COCO in Q4 2025 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Keating Financial Advisory Services held 42 shares of Vita Coco worth $2.78K as of Q2 2026.
  • Keating Financial Advisory Services bought 3 Vita Coco shares in Q2 2026, an estimated $202.
  • Vita Coco made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1812 holding.
  • Keating Financial Advisory Services first reported a position in Vita Coco in Q4 2025 and has held it in 3 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.