Baird Financial Group’s Vita Coco COCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.7M Buy
130,318
+31,902
+32% +$1.15M 0.01% 740
2025
Q1
$3.02M Sell
98,416
-50,612
-34% -$1.55M 0.01% 835
2024
Q4
$5.5M Sell
149,028
-4,204
-3% -$155K 0.01% 657
2024
Q3
$4.34M Sell
153,232
-3,337
-2% -$94.5K 0.01% 721
2024
Q2
$4.36M Sell
156,569
-5,671
-3% -$158K 0.01% 703
2024
Q1
$3.96M Buy
162,240
+10,831
+7% +$265K 0.01% 732
2023
Q4
$3.88M Buy
151,409
+47,176
+45% +$1.21M 0.01% 735
2023
Q3
$2.71M Sell
104,233
-44,066
-30% -$1.15M 0.01% 821
2023
Q2
$3.98M Sell
148,299
-2,758
-2% -$74.1K 0.01% 686
2023
Q1
$2.96M Buy
151,057
+14,798
+11% +$290K 0.01% 763
2022
Q4
$1.88M Buy
136,259
+1,203
+0.9% +$16.6K 0.01% 895
2022
Q3
$1.54M Buy
+135,056
New +$1.54M ﹤0.01% 926