Wedmont Private Capital’s Vita Coco COCO Stock Holding History

Wedmont Private Capital’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	$226K	Buy	+3,172	New	+$214K	0.01%	870

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

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 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

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Wedmont Private Capital's COCO Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Vita Coco (COCO) in Q2 2026: 3,172 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #870 among its holdings.

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

Wedmont Private Capital held 3,172 shares of Vita Coco worth $226K as of Q2 2026.
Vita Coco was a new Wedmont Private Capital position in Q2 2026.
Vita Coco made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #870 holding.
23 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.