ALPS Advisors’s Vita Coco COCO Stock Holding History

ALPS 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
2025 Q1	–	Sell	-13,000	Closed	-$480K	–	1024
2024 Q4	$480K	Hold	13,000	–	–	﹤0.01%	616
2024 Q3	$368K	Buy	+13,000	New	+$345K	﹤0.01%	757

Other funds holding COCO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

DCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ALPS Advisors's COCO Position: Q1 2025 in Review

ALPS Advisors sold out of Vita Coco (COCO) in Q1 2025, closing a stake of 13,000 shares — an estimated $480K sold.

ALPS Advisors first reported a position in COCO in Q3 2024 and held it in 2 quarters. The position peaked at $480K in Q4 2024. 207 funds tracked by Wall St. Rank hold COCO as of Q1 2025.

ALPS Advisors reported no remaining Vita Coco position as of Q1 2025 after selling out during the quarter.
ALPS Advisors sold 13,000 Vita Coco shares in Q1 2025, an estimated $480K.
ALPS Advisors first reported a position in Vita Coco in Q3 2024 and held it in 2 quarters.
ALPS Advisors's Vita Coco position peaked at $480K in Q4 2024.
207 funds tracked by Wall St. Rank held Vita Coco as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.