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Larson Financial Group’s Vita Coco COCO Stock Holding History

Larson Financial Group’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 		$68.9K Buy
1,042
+172
+20% +$11.6K ﹤0.01% 1369
2026
Q1 		$41.7K Buy
870
+385
+79% +$21K ﹤0.01% 1441
2025
Q4 		$25.7K Buy
485
+59
+14% +$2.77K ﹤0.01% 1575
2025
Q3 		$18.1K Buy
426
+275
+182% +$10.2K ﹤0.01% 1694
2025
Q2 		$5.45K Buy
151
+77
+104% +$2.57K ﹤0.01% 2048
2025
Q1 		$2.27K Sell
74
-3
-4% -$107 ﹤0.01% 2127
2024
Q4 		$2.84K Buy
+77
New +$2.56K ﹤0.01% 1805

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

Larson Financial Group's COCO Position: Q2 2026 in Review

Larson Financial Group increased its Vita Coco (COCO) stake by 20% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,042 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Larson Financial Group first reported a position in COCO in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Larson Financial Group held 1,042 shares of Vita Coco worth $68.9K as of Q2 2026.
  • Larson Financial Group bought 172 Vita Coco shares in Q2 2026, an estimated $11.6K.
  • Vita Coco made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1369 holding.
  • Larson Financial Group first reported a position in Vita Coco in Q4 2024 and has held it in 7 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.