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TD Private Client Wealth’s Vita Coco COCO Stock Holding History

TD Private Client Wealth’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 		$926 Hold
14
– – ﹤0.01% 1480
2026
Q1 		$671 Hold
14
– – ﹤0.01% 1455
2025
Q4 		$742 Hold
14
– – ﹤0.01% 1426
2025
Q3 		$595 Buy
+14
New +$519 ﹤0.01% 1451
2025
Q2 		– Sell
-36
Closed -$1.1K – 1432
2025
Q1 		$1.1K Buy
+36
New +$1.28K ﹤0.01% 1280

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

TD Private Client Wealth's COCO Position: Q2 2026 in Review

TD Private Client Wealth held its Vita Coco (COCO) position steady in Q2 2026 at 14 shares worth $926. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

TD Private Client Wealth first reported a position in COCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.1K in Q1 2025. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • TD Private Client Wealth held 14 shares of Vita Coco worth $926 as of Q2 2026.
  • TD Private Client Wealth left its Vita Coco share count unchanged in Q2 2026.
  • Vita Coco made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1480 holding.
  • TD Private Client Wealth first reported a position in Vita Coco in Q1 2025 and has held it in 5 quarters since.
  • TD Private Client Wealth's Vita Coco position peaked at $1.1K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.