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BOK Financial’s Vita Coco COCO Stock Holding History

BOK Financial’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 		$165K Sell
2,499
-1,820
-42% -$123K ﹤0.01% 700
2026
Q1 		$207K Sell
4,319
-1,420
-25% -$77.5K ﹤0.01% 672
2025
Q4 		$304K Sell
5,739
-30
-0.5% -$1.41K ﹤0.01% 634
2025
Q3 		$245K Sell
5,769
-12
-0.2% -$445 ﹤0.01% 671
2025
Q2 		$209K Sell
5,781
-553
-9% -$18.5K ﹤0.01% 699
2025
Q1 		$194K Sell
6,334
-686
-10% -$24.5K ﹤0.01% 709
2024
Q4 		$236K Sell
7,020
-3,964
-36% -$132K ﹤0.01% 683
2024
Q3 		$309K Buy
10,984
+1,873
+21% +$49.8K 0.01% 649
2024
Q2 		$254K Buy
+9,111
New +$242K ﹤0.01% 729

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 $3.37T AUM 44.26% 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

BOK Financial's COCO Position: Q2 2026 in Review

BOK Financial reduced its Vita Coco (COCO) stake by 42% in Q2 2026, selling an estimated $123K and leaving 2,499 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

BOK Financial first reported a position in COCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $309K in Q3 2024. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • BOK Financial held 2,499 shares of Vita Coco worth $165K as of Q2 2026.
  • BOK Financial sold 1,820 Vita Coco shares in Q2 2026, an estimated $123K.
  • Vita Coco made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #700 holding.
  • BOK Financial first reported a position in Vita Coco in Q2 2024 and has held it in 9 quarters since.
  • BOK Financial's Vita Coco position peaked at $309K in Q3 2024.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.