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Portside Wealth Group’s Vita Coco COCO Stock Holding History

Portside Wealth Group’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 		$464K Buy
+7,013
New +$473K 0.05% 317

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

Portside Wealth Group's COCO Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Vita Coco (COCO) in Q2 2026: 7,013 shares worth $464K. The stake represents 0.05% of the portfolio and ranks #317 among its holdings.

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

  • Portside Wealth Group held 7,013 shares of Vita Coco worth $464K as of Q2 2026.
  • Vita Coco was a new Portside Wealth Group position in Q2 2026.
  • Vita Coco made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #317 holding.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.