Pinnacle Wealth Planning Services’s Vita Coco COCO Stock Holding History

Pinnacle Wealth Planning 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	$46.3K	Buy	+700	New	+$47.2K	﹤0.01%	1319

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Pinnacle Wealth Planning Services's COCO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Vita Coco (COCO) in Q2 2026: 700 shares worth $46.3K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings.

339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Pinnacle Wealth Planning Services held 700 shares of Vita Coco worth $46.3K as of Q2 2026.
Vita Coco was a new Pinnacle Wealth Planning Services position in Q2 2026.
Vita Coco made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1319 holding.
339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.