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AdvisorShares Investments’s Vita Coco COCO Stock Holding History

AdvisorShares Investments’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
Q2 		$271K Buy
+4,100
New +$277K 0.03% 239
2026
Q1 		– Sell
-6,400
Closed -$339K – 283
2025
Q4 		$339K Buy
+6,400
New +$300K 0.06% 208

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AdvisorShares Investments's COCO Position: Q2 2026 in Review

AdvisorShares Investments opened a new position in Vita Coco (COCO) in Q2 2026: 4,100 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: AdvisorShares Investments previously reported a position in COCO as recently as Q4 2025.

AdvisorShares Investments first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $339K in Q4 2025. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • AdvisorShares Investments held 4,100 shares of Vita Coco worth $271K as of Q2 2026.
  • Vita Coco was a new AdvisorShares Investments position in Q2 2026.
  • Vita Coco made up 0.03% of AdvisorShares Investments's portfolio in Q2 2026, its #239 holding.
  • AdvisorShares Investments first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • AdvisorShares Investments's Vita Coco position peaked at $339K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.