Abel Hall LLC’s Vita Coco COCO Stock Holding History

Abel Hall 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 Q1	–	Sell	-3,791	Closed	-$201K	–	849
2025 Q4	$201K	Buy	+3,791	New	+$178K	0.05%	545

Other funds holding COCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Abel Hall LLC's COCO Position: Q1 2026 in Review

Abel Hall LLC sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 3,791 shares — an estimated $201K sold.

Abel Hall LLC first reported a position in COCO in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

Abel Hall LLC reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
Abel Hall LLC sold 3,791 Vita Coco shares in Q1 2026, an estimated $201K.
Abel Hall LLC first reported a position in Vita Coco in Q4 2025 and held it in 1 quarter.
Abel Hall LLC's Vita Coco position peaked at $201K in Q4 2025.
268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.