Baird Financial Group
COCO icon

Baird Financial Group’s Vita Coco COCO Stock Holding History

Baird Financial Group’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 		$4.25M Sell
88,742
-10,469
-11% -$571K 0.01% 785
2025
Q4 		$5.26M Sell
99,211
-14,693
-13% -$689K 0.01% 720
2025
Q3 		$4.84M Sell
113,904
-16,414
-13% -$609K 0.01% 747
2025
Q2 		$4.7M Buy
130,318
+31,902
+32% +$1.07M 0.01% 740
2025
Q1 		$3.02M Sell
98,416
-50,612
-34% -$1.81M 0.01% 835
2024
Q4 		$5.5M Sell
149,028
-4,204
-3% -$140K 0.01% 657
2024
Q3 		$4.34M Sell
153,232
-3,337
-2% -$88.7K 0.01% 721
2024
Q2 		$4.36M Sell
156,569
-5,671
-3% -$150K 0.01% 703
2024
Q1 		$3.96M Buy
162,240
+10,831
+7% +$252K 0.01% 732
2023
Q4 		$3.88M Buy
151,409
+47,176
+45% +$1.28M 0.01% 735
2023
Q3 		$2.71M Sell
104,233
-44,066
-30% -$1.18M 0.01% 821
2023
Q2 		$3.98M Sell
148,299
-2,758
-2% -$67.2K 0.01% 686
2023
Q1 		$2.96M Buy
151,057
+14,798
+11% +$232K 0.01% 763
2022
Q4 		$1.88M Buy
136,259
+1,203
+0.9% +$14.1K 0.01% 895
2022
Q3 		$1.54M Buy
+135,056
New +$1.76M ﹤0.01% 926

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Baird Financial Group's COCO Position: Q1 2026 in Review

Baird Financial Group reduced its Vita Coco (COCO) stake by 11% in Q1 2026, selling an estimated $571K and leaving 88,742 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #785.

Baird Financial Group first reported a position in COCO in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.5M in Q4 2024. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Baird Financial Group held 88,742 shares of Vita Coco worth $4.25M as of Q1 2026.
  • Baird Financial Group sold 10,469 Vita Coco shares in Q1 2026, an estimated $571K.
  • Vita Coco made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #785 holding.
  • Baird Financial Group first reported a position in Vita Coco in Q3 2022 and has held it in 15 quarters since.
  • Baird Financial Group's Vita Coco position peaked at $5.5M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.