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Summit Securities Group’s Vita Coco COCO Stock Holding History

Summit Securities 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 		$53.4K Buy
+807
New +$54.5K 0.01% 576
2025
Q3 		– Sell
-1,040
Closed -$37.5K – 1077
2025
Q2 		$37.5K Buy
+1,040
New +$34.7K 0.01% 580
2024
Q4 		– Sell
-118
Closed -$3K – 680
2024
Q3 		$3K Buy
+118
New +$3.13K ﹤0.01% 449

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

Summit Securities Group's COCO Position: Q2 2026 in Review

Summit Securities Group opened a new position in Vita Coco (COCO) in Q2 2026: 807 shares worth $53.4K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in COCO as recently as Q2 2025.

Summit Securities Group first reported a position in COCO in Q3 2024 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Summit Securities Group held 807 shares of Vita Coco worth $53.4K as of Q2 2026.
  • Vita Coco was a new Summit Securities Group position in Q2 2026.
  • Vita Coco made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #576 holding.
  • Summit Securities Group first reported a position in Vita Coco in Q3 2024 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.