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USA FINANCIAL FORMULAS’s Vita Coco COCO Stock Holding History

USA FINANCIAL FORMULAS’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 		$34.6K Buy
+523
New +$35.3K 0.01% 315

Other funds holding COCO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

USA FINANCIAL FORMULAS's COCO Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Vita Coco (COCO) in Q2 2026: 523 shares worth $34.6K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings.

98 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • USA FINANCIAL FORMULAS held 523 shares of Vita Coco worth $34.6K as of Q2 2026.
  • Vita Coco was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Vita Coco made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #315 holding.
  • 98 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.