Capstone Investment Advisors
COCO icon

Capstone Investment Advisors’s Vita Coco COCO Stock Holding History

Capstone Investment Advisors’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 		$1.8M Buy
+27,261
New +$1.84M ﹤0.01% 758
2025
Q4 		– Sell
-8,607
Closed -$366K – 1664
2025
Q3 		$366K Buy
+8,607
New +$319K ﹤0.01% 1554

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

Capstone Investment Advisors's COCO Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Vita Coco (COCO) in Q2 2026: 27,261 shares worth $1.8M. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in COCO as recently as Q3 2025.

Capstone Investment Advisors first reported a position in COCO in Q3 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Capstone Investment Advisors held 27,261 shares of Vita Coco worth $1.8M as of Q2 2026.
  • Vita Coco was a new Capstone Investment Advisors position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #758 holding.
  • Capstone Investment Advisors first reported a position in Vita Coco in Q3 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.