ACTION POINT FINANCIAL PLANNING, LLC
Position in COCO — Vita Coco Company, Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in COCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$198
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#327
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, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,010,334 across 10 Beverages - Non-Alcoholic names. COCO ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
7,642 | $621,051 | |
| 2 | PEP |
Pepsico Inc
|
2,399 | $324,449 | |
| 3 | MNST |
Monster Beverage Corp
|
496 | $23,834 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
113 | $21,571 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
203 | $6,642 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
199 | $5,825 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
33 | $3,505 | |
| 8 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
22 | $2,200 |
All Filings in COCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198 | 3 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||