MWM
COCO icon

Moran Wealth Management’s Vita Coco COCO Stock Holding History

Moran Wealth Management’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 		$4.74M Sell
71,645
-522
-0.7% -$35.2K 0.13% 217
2026
Q1 		$3.46M Buy
72,167
+49,546
+219% +$2.7M 0.11% 243
2025
Q4 		$1.2M Buy
22,621
+2,062
+10% +$96.7K 0.04% 342
2025
Q3 		$873K Buy
20,559
+1,183
+6% +$43.9K 0.03% 358
2025
Q2 		$699K Buy
19,376
+731
+4% +$24.4K 0.02% 358
2025
Q1 		$571K Sell
18,645
-430
-2% -$15.3K 0.02% 365
2024
Q4 		$704K Buy
19,075
+871
+5% +$29K 0.02% 331
2024
Q3 		$515K Buy
18,204
+5,517
+43% +$147K 0.02% 374
2024
Q2 		$353K Buy
12,687
+1,112
+10% +$29.5K 0.01% 368
2024
Q1 		$283K Buy
11,575
+2,102
+22% +$48.8K 0.01% 388
2023
Q4 		$243K Buy
9,473
+619
+7% +$16.8K 0.01% 379
2023
Q3 		$231K Sell
8,854
-3,991
-31% -$107K 0.01% 343
2023
Q2 		$345K Buy
+12,845
New +$313K 0.01% 329

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

Moran Wealth Management's COCO Position: Q2 2026 in Review

Moran Wealth Management reduced its Vita Coco (COCO) stake by 0.72% in Q2 2026, selling an estimated $35.2K and leaving 71,645 shares worth $4.74M. The position accounts for 0.13% of the portfolio, ranked #217.

Moran Wealth Management first reported a position in COCO in Q2 2023 and has held it in 13 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Moran Wealth Management held 71,645 shares of Vita Coco worth $4.74M as of Q2 2026.
  • Moran Wealth Management sold 522 Vita Coco shares in Q2 2026, an estimated $35.2K.
  • Vita Coco made up 0.13% of Moran Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Moran Wealth Management first reported a position in Vita Coco in Q2 2023 and has held it in 13 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.