Rothwell Investment Advisors, LLC’s Vita Coco COCO Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio COCO Stock Details COCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.73K	Buy	+100	New	+$6.35K	﹤0.01%	886

Other funds holding COCO

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JW Asset Management Miami Beach, Florida $240M AUM 83.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's COCO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vita Coco (COCO) in Q3 2026: 100 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings.

153 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

Rothwell Investment Advisors, LLC held 100 shares of Vita Coco worth $5.73K as of Q3 2026.
Vita Coco was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vita Coco made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #886 holding.
153 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.