Position in COCO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$463,839
New position
Shares Held
7,013
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#197
of 337 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Portside Wealth Group, LLC holds $9,719,162 across 5 Beverages - Non-Alcoholic names. COCO ranks #4 (4.8% of the industry book) .
All Filings in COCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,839 | 7,013 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||