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Unique Wealth Strategies’s Vita Coco COCO Stock Holding History

Unique Wealth Strategies’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 		$549K Buy
+8,305
New +$560K 0.2% 147

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

Unique Wealth Strategies's COCO Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Vita Coco (COCO) in Q2 2026: 8,305 shares worth $549K. The stake represents 0.2% of the portfolio and ranks #147 among its holdings.

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

  • Unique Wealth Strategies held 8,305 shares of Vita Coco worth $549K as of Q2 2026.
  • Vita Coco was a new Unique Wealth Strategies position in Q2 2026.
  • Vita Coco made up 0.2% of Unique Wealth Strategies's portfolio in Q2 2026, its #147 holding.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.