Simplicity Wealth,LLC

Position in COCO — Vita Coco Company, Inc.

CIK 1913243 SUMMIT, NJ

Position in COCO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$505,640

+$102,478 QoQ

Shares Held

7,645

-9.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#194

of 337 holders

Holding Since

Mar 2024

9 quarters on record

Consumer Defensive · as of Jun 30, 2026

Simplicity Wealth,LLC holds $11,717,774 across 5 Beverages - Non-Alcoholic names. COCO ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	84,473	$6,865,120
2	PEP	Pepsico Inc	22,816	$3,089,286
3	MNST	Monster Beverage Corp	18,356	$882,189
4	COCO	Vita Coco Company, Inc. This page	7,645	$505,640
5	COKE	Coca-Cola Consolidated, Inc.	1,967	$375,539

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,640	7,645	-9.2%	Shares	Sole	2026-08-06
2026-03-31	$403,162	8,415	+0.6%	Shares	Sole	2026-04-30
2025-12-31	$443,587	8,368	-2.5%	Shares	Sole	2026-01-30
2025-09-30	$364,520	8,583	-51.2%	Shares	Sole	2025-10-30
2025-06-30	$634,854	17,586	+68.9%	Shares	Sole	2025-07-22
2025-03-31	$319,219	10,415	+23.5%	Shares	Sole	2025-04-15
2024-09-30	$238,681	8,431	-62.2%	Shares	Sole	2024-10-10
2024-06-30	$620,887	22,294	+48.2%	Shares	Sole	2024-07-10
2024-03-31	$367,476	15,042	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.