Portside Wealth Group
COCO icon

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
Q3 		$560K Buy
9,783
+2,770
+39% +$176K 0.06% 290
2026
Q2 		$464K Buy
+7,013
New +$473K 0.05% 317

Other funds holding COCO

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Unique Wealth Strategies
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
NVWM LLC
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Portside Wealth Group's COCO Position: Q3 2026 in Review

Portside Wealth Group increased its Vita Coco (COCO) stake by 39% in Q3 2026, buying an estimated $176K and bringing the position to 9,783 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #290.

Portside Wealth Group first reported a position in COCO in Q2 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Portside Wealth Group held 9,783 shares of Vita Coco worth $560K as of Q3 2026.
  • Portside Wealth Group bought 2,770 Vita Coco shares in Q3 2026, an estimated $176K.
  • Vita Coco made up 0.06% of Portside Wealth Group's portfolio in Q3 2026, its #290 holding.
  • Portside Wealth Group first reported a position in Vita Coco in Q2 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.