AI
COCO icon

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
Q2 		$545K Buy
+8,246
New +$556K 0.01% 1477
2026
Q1 		– Sell
-4,061
Closed -$215K – 2062
2025
Q4 		$215K Buy
+4,061
New +$190K ﹤0.01% 1930

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Atria Investments's COCO Position: Q2 2026 in Review

Atria Investments opened a new position in Vita Coco (COCO) in Q2 2026: 8,246 shares worth $545K. The stake represents 0.01% of the portfolio and ranks #1477 among its holdings. This is a return to the name: Atria Investments previously reported a position in COCO as recently as Q4 2025.

Atria Investments first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Atria Investments held 8,246 shares of Vita Coco worth $545K as of Q2 2026.
  • Vita Coco was a new Atria Investments position in Q2 2026.
  • Vita Coco made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1477 holding.
  • Atria Investments first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.