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Plante Moran Financial Advisors’s Vita Coco COCO Stock Holding History

Plante Moran Financial 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 		$463 Buy
+7
New +$472 ﹤0.01% 1151

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

Plante Moran Financial Advisors's COCO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Vita Coco (COCO) in Q2 2026: 7 shares worth $463. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings.

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

  • Plante Moran Financial Advisors held 7 shares of Vita Coco worth $463 as of Q2 2026.
  • Vita Coco was a new Plante Moran Financial Advisors position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1151 holding.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.