Acumen Wealth Advisors’s Vita Coco COCO Stock Holding History

Acumen Wealth Advisors’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	-4	Closed	-$213	–	474
2025 Q4	$213	Buy	+4	New	+$188	﹤0.01%	509

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Acumen Wealth Advisors's COCO Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 4 shares — an estimated $213 sold.

Acumen Wealth Advisors first reported a position in COCO in Q4 2025 and held it in 1 quarter. The position peaked at $213 in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

Acumen Wealth Advisors reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 4 Vita Coco shares in Q1 2026, an estimated $213.
Acumen Wealth Advisors first reported a position in Vita Coco in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Vita Coco position peaked at $213 in Q4 2025.
268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.