True Wealth Design’s Vita Coco COCO Stock Holding History

True Wealth Design’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	$794	Hold	12	–	–	﹤0.01%	2065
2026 Q1	$575	Hold	12	–	–	﹤0.01%	2002
2025 Q4	$637	Hold	12	–	–	﹤0.01%	1873
2025 Q3	$510	Hold	12	–	–	﹤0.01%	2001
2025 Q2	$434	Sell	12 -6	-33%	-$200	﹤0.01%	1804
2025 Q1	$552	Buy	18 +6	+50%	+$214	﹤0.01%	1508
2024 Q4	$443	Hold	12	–	–	﹤0.01%	1113
2024 Q3	$340	Buy	+12	New	+$319	﹤0.01%	1144

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

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

True Wealth Design's COCO Position: Q2 2026 in Review

True Wealth Design held its Vita Coco (COCO) position steady in Q2 2026 at 12 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

True Wealth Design first reported a position in COCO in Q3 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

True Wealth Design held 12 shares of Vita Coco worth $794 as of Q2 2026.
True Wealth Design left its Vita Coco share count unchanged in Q2 2026.
Vita Coco made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2065 holding.
True Wealth Design first reported a position in Vita Coco in Q3 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.