Position in COCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$442,608
+$221,025 QoQ
Shares Held
6,692
+44.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#201
of 337 holders
Holding Since
Mar 2026
2 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, 2026Advyzon Investment Management, LLC holds $4,733,655 across 5 Beverages - Non-Alcoholic names. COCO ranks #5 (9.4% of the industry book) .
All Filings in COCO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,608 | 6,692 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $221,583 | 4,625 | Shares | Other | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||