EverSource Wealth Advisors, LLC
Position in COCO — Vita Coco Company, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in COCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,973
-$14,462 QoQ
Shares Held
45
-87.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 337 holders
Holding Since
Dec 2024
7 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, 2026EverSource Wealth Advisors, LLC holds $5,197,727 across 12 Beverages - Non-Alcoholic names. COCO ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
26,422 | $2,147,311 | |
| 2 | PEP |
Pepsico Inc
|
8,618 | $1,166,873 | |
| 3 | MNST |
Monster Beverage Corp
|
13,568 | $652,074 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
2,967 | $566,453 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,811 | $281,294 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
6,267 | $205,114 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,509 | $73,459 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
573 | $60,878 |
All Filings in COCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,973 | 45 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,435 | 364 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $38,166 | 720 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $54,573 | 1,285 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,420 | 1,369 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $766 | 25 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $812 | 22 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||