Bank of Montreal
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Bank of Montreal’s Vita Coco COCO Stock Holding History

Bank of Montreal’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 		$235K Buy
+3,547
New +$239K ﹤0.01% 2909
2022
Q2 		– Sell
-23,600
Closed -$206K – 4138
2022
Q1 		$206K Buy
+23,600
New +$247K ﹤0.01% 3434

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 $16.3B AUM 42.69% 1-Year Est. Return

Bank of Montreal's COCO Position: Q2 2026 in Review

Bank of Montreal opened a new position in Vita Coco (COCO) in Q2 2026: 3,547 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #2909 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in COCO as recently as Q1 2022.

Bank of Montreal first reported a position in COCO in Q1 2022 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Bank of Montreal held 3,547 shares of Vita Coco worth $235K as of Q2 2026.
  • Vita Coco was a new Bank of Montreal position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2909 holding.
  • Bank of Montreal first reported a position in Vita Coco in Q1 2022 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.