Position in COCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$661
+$182 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 337 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COCO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026DecisionPoint Financial, LLC holds $14,900 across 8 Beverages - Non-Alcoholic names. COCO ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
116 | $9,427 | |
| 2 | PEP |
Pepsico Inc
|
17 | $2,301 | |
| 3 | MNST |
Monster Beverage Corp
|
32 | $1,537 | |
| 4 | COCO |
Vita Coco Company, Inc.
This page
|
10 | $661 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
13 | $425 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2 | $381 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
1 | $106 | |
| 8 | FIZZ |
National Beverage Corp
|
2 | $62 |
All Filings in COCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661 | 10 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $479 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $530 | 10 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $424 | 10 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $361 | 10 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||