Position in COCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$45,570
+$34,934 QoQ
Shares Held
689
+210.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#271
of 337 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COCO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $15,514,587 across 13 Beverages - Non-Alcoholic names. COCO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
70,648 | $5,741,562 | |
| 2 | PEP |
Pepsico Inc
|
26,736 | $3,620,054 | |
| 3 | MNST |
Monster Beverage Corp
|
62,538 | $3,005,576 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
11,922 | $2,276,148 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
19,648 | $575,293 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
3,523 | $115,307 | |
| 7 | PRMB |
Primo Brands Corp
|
3,069 | $75,006 | |
| 8 | COCO |
Vita Coco Company, Inc.
This page
|
689 | $45,570 |
All Filings in COCO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,570 | 689 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,636 | 222 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,937 | 112 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,756 | 112 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,043 | 112 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,421 | 79 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,211 | 87 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $390 | 15 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||