Position in COCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$655,976
+$190,148 QoQ
Shares Held
9,918
+2.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#177
of 337 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in COCO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $50,986,512 across 7 Beverages - Non-Alcoholic names. COCO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
279,281 | $22,697,166 | |
| 2 | PEP |
Pepsico Inc
|
134,908 | $18,266,543 | |
| 3 | MNST |
Monster Beverage Corp
|
104,326 | $5,013,907 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
18,557 | $1,856,998 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
56,186 | $1,838,967 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
3,441 | $656,955 | |
| 7 | COCO |
Vita Coco Company, Inc.
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|
9,918 | $655,976 |
All Filings in COCO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,976 | 9,918 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $465,828 | 9,723 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $566,040 | 10,678 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $277,498 | 6,534 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $204,470 | 5,664 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $216,480 | 7,063 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $301,554 | 8,170 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $303,369 | 10,716 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $323,644 | 11,621 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||