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Legacy Financial Independent Advisors’s Vita Coco COCO Stock Holding History

Legacy Financial Independent 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 		– Sell
-5,627
Closed -$270K – 127
2026
Q1 		$270K Buy
+5,627
New +$307K 0.14% 97

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

Legacy Financial Independent Advisors's COCO Position: Q2 2026 in Review

Legacy Financial Independent Advisors sold out of Vita Coco (COCO) in Q2 2026, closing a stake of 5,627 shares — an estimated $270K sold.

Legacy Financial Independent Advisors first reported a position in COCO in Q1 2026 and held it in 1 quarter. The position peaked at $270K in Q1 2026. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Legacy Financial Independent Advisors reported no remaining Vita Coco position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Independent Advisors sold 5,627 Vita Coco shares in Q2 2026, an estimated $270K.
  • Legacy Financial Independent Advisors first reported a position in Vita Coco in Q1 2026 and held it in 1 quarter.
  • Legacy Financial Independent Advisors's Vita Coco position peaked at $270K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.