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PFG Private Wealth Management’s Vita Coco COCO Stock Holding History

PFG Private 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
2025
Q2 		– Sell
-32
Closed -$981 – 91
2025
Q1 		$981 Hold
32
– – ﹤0.01% 243
2024
Q4 		$1.18K Buy
+32
New +$1.07K ﹤0.01% 207

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

PFG Private Wealth Management's COCO Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Vita Coco (COCO) in Q2 2025, closing a stake of 32 shares — an estimated $981 sold.

PFG Private Wealth Management first reported a position in COCO in Q4 2024 and held it in 2 quarters. The position peaked at $1.18K in Q4 2024. 218 funds tracked by Wall St. Rank hold COCO as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Vita Coco position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 32 Vita Coco shares in Q2 2025, an estimated $981.
  • PFG Private Wealth Management first reported a position in Vita Coco in Q4 2024 and held it in 2 quarters.
  • PFG Private Wealth Management's Vita Coco position peaked at $1.18K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Vita Coco as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.