Atria Investments’s Vita Coco COCO Stock Holding History

Atria 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 Q1	–	Sell	-4,061	Closed	-$215K	–	2062
2025 Q4	$215K	Buy	+4,061	New	+$190K	﹤0.01%	1930

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

Atria Investments's COCO Position: Q1 2026 in Review

Atria Investments sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 4,061 shares — an estimated $215K sold.

Atria Investments first reported a position in COCO in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

Atria Investments reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 4,061 Vita Coco shares in Q1 2026, an estimated $215K.
Atria Investments first reported a position in Vita Coco in Q4 2025 and held it in 1 quarter.
Atria Investments's Vita Coco position peaked at $215K in Q4 2025.
268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.