Toth Financial Advisory’s Vita Coco COCO Stock Holding History

Toth Financial Advisory’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	–	Sell	-30	Closed	-$1.44K	–	897
2026 Q1	$1.44K	Hold	30	–	–	﹤0.01%	753
2025 Q4	$1.59K	Hold	30	–	–	﹤0.01%	740
2025 Q3	$1.27K	Buy	+30	New	+$1.11K	﹤0.01%	733

Other funds holding COCO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Toth Financial Advisory's COCO Position: Q2 2026 in Review

Toth Financial Advisory sold out of Vita Coco (COCO) in Q2 2026, closing a stake of 30 shares — an estimated $1.44K sold.

Toth Financial Advisory first reported a position in COCO in Q3 2025 and held it in 3 quarters. The position peaked at $1.59K in Q4 2025. 32 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Toth Financial Advisory reported no remaining Vita Coco position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 30 Vita Coco shares in Q2 2026, an estimated $1.44K.
Toth Financial Advisory first reported a position in Vita Coco in Q3 2025 and held it in 3 quarters.
Toth Financial Advisory's Vita Coco position peaked at $1.59K in Q4 2025.
32 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.