Capstone Investment Advisors
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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
2025
Q4 		– Sell
-8,607
Closed -$366K – 1664
2025
Q3 		$366K Buy
+8,607
New +$319K ﹤0.01% 1554

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capstone Investment Advisors's COCO Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Vita Coco (COCO) in Q4 2025, closing a stake of 8,607 shares — an estimated $366K sold.

Capstone Investment Advisors first reported a position in COCO in Q3 2025 and held it in 1 quarter. The position peaked at $366K in Q3 2025. 260 funds tracked by Wall St. Rank hold COCO as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Vita Coco position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,607 Vita Coco shares in Q4 2025, an estimated $366K.
  • Capstone Investment Advisors first reported a position in Vita Coco in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Vita Coco position peaked at $366K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Vita Coco as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.