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Amalgamated Bank’s Vita Coco COCO Stock Holding History

Amalgamated Bank’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 		$791K Sell
11,954
-795
-6% -$53.6K 0.01% 1211
2026
Q1 		$611K Buy
12,749
+11,251
+751% +$614K ﹤0.01% 1254
2025
Q4 		$79K Buy
1,498
+138
+10% +$6.47K ﹤0.01% 1732
2025
Q3 		$58K Hold
1,360
– – ﹤0.01% 1798
2025
Q2 		$49K Hold
1,360
– – ﹤0.01% 1830
2025
Q1 		$42K Buy
1,360
+87
+7% +$3.1K ﹤0.01% 1827
2024
Q4 		$47K Hold
1,273
– – ﹤0.01% 1846
2024
Q3 		$36K Hold
1,273
– – ﹤0.01% 1939
2024
Q2 		$35K Hold
1,273
– – ﹤0.01% 1939
2024
Q1 		$31K Sell
1,273
-2,779
-69% -$64.5K ﹤0.01% 1989
2023
Q4 		$104K Sell
4,052
-288
-7% -$7.82K ﹤0.01% 1983
2023
Q3 		$113K Hold
4,340
– – ﹤0.01% 1956
2023
Q2 		$117K Buy
4,340
+449
+12% +$10.9K ﹤0.01% 2010
2023
Q1 		$76K Sell
3,891
-584
-13% -$9.15K ﹤0.01% 2145
2022
Q4 		$62K Hold
4,475
– – ﹤0.01% 2333
2022
Q3 		$51K Buy
4,475
+68
+2% +$887 ﹤0.01% 2449
2022
Q2 		$43K Buy
4,407
+2,745
+165% +$29.1K ﹤0.01% 2556
2022
Q1 		$15K Buy
+1,662
New +$17.4K ﹤0.01% 2874

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Amalgamated Bank's COCO Position: Q2 2026 in Review

Amalgamated Bank reduced its Vita Coco (COCO) stake by 6.2% in Q2 2026, selling an estimated $53.6K and leaving 11,954 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #1211.

Amalgamated Bank first reported a position in COCO in Q1 2022 and has held it in 18 quarters since. 147 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Amalgamated Bank held 11,954 shares of Vita Coco worth $791K as of Q2 2026.
  • Amalgamated Bank sold 795 Vita Coco shares in Q2 2026, an estimated $53.6K.
  • Vita Coco made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1211 holding.
  • Amalgamated Bank first reported a position in Vita Coco in Q1 2022 and has held it in 18 quarters since.
  • 147 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.