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Bare Financial Services’s Vita Coco COCO Stock Holding History

Bare Financial Services’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
-10
Closed -$530 – 1764
2025
Q4 		$530 Buy
+10
New +$469 ﹤0.01% 1357

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

Bare Financial Services's COCO Position: Q1 2026 in Review

Bare Financial Services sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 10 shares — an estimated $530 sold.

Bare Financial Services first reported a position in COCO in Q4 2025 and held it in 1 quarter. The position peaked at $530 in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Bare Financial Services reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 10 Vita Coco shares in Q1 2026, an estimated $530.
  • Bare Financial Services first reported a position in Vita Coco in Q4 2025 and held it in 1 quarter.
  • Bare Financial Services's Vita Coco position peaked at $530 in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

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