Position in COCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,607,238
+$1,792,289 QoQ
Shares Held
39,420
+131.7% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 337 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in COCO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $997,281,311 across 12 Beverages - Non-Alcoholic names. COCO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
6,173,804 | $501,745,051 | |
| 2 | PEP |
Pepsico Inc
|
2,503,539 | $338,979,180 | |
| 3 | MNST |
Monster Beverage Corp
|
2,142,272 | $102,957,592 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
70,698 | $13,497,662 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
399,899 | $13,088,694 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
106,876 | $10,695,081 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
333,526 | $9,765,641 | |
| 8 | COCO |
Vita Coco Company, Inc.
This page
|
39,420 | $2,607,238 |
All Filings in COCO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,607,238 | 39,420 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $814,949 | 17,010 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $852,824 | 16,088 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $281,745 | 6,634 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $251,689 | 6,972 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $324,798 | 10,597 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $234,563 | 6,355 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $608,353 | 21,489 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $748,218 | 26,866 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $659,023 | 26,976 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $309,954 | 12,084 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $436,825 | 16,257 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $337,464 | 17,200 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $140,964 | 10,200 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $116,178 | 10,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $197,758 | 20,200 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||