Position in COCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,738,599
+$1,281,079 QoQ
Shares Held
71,645
-0.7% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#83
of 337 holders
Holding Since
Jun 2023
13 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, 2026Moran Wealth Management, LLC holds $46,404,882 across 6 Beverages - Non-Alcoholic names. COCO ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
313,098 | $15,047,489 | |
| 2 | PEP |
Pepsico Inc
|
96,651 | $13,086,544 | |
| 3 | COCO |
Vita Coco Company, Inc.
This page
|
71,645 | $4,738,599 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
47,213 | $4,724,604 | |
| 5 | KO |
Coca Cola Co
|
54,310 | $4,413,773 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
150,064 | $4,393,873 |
All Filings in COCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,738,599 | 71,645 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,457,520 | 72,167 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,199,139 | 22,621 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $873,140 | 20,559 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $699,473 | 19,376 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $571,469 | 18,645 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $704,058 | 19,075 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $515,355 | 18,204 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $353,332 | 12,687 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $282,777 | 11,575 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $242,982 | 9,473 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $230,558 | 8,854 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $345,145 | 12,845 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||