Cerity Partners
COCO icon

Cerity Partners’s Vita Coco COCO Stock Holding History

Cerity Partners’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 		$965K Sell
14,589
-296
-2% -$20K ﹤0.01% 2028
2026
Q1 		$713K Buy
14,885
+1,779
+14% +$97.1K ﹤0.01% 2067
2025
Q4 		$695K Sell
13,106
-4,191
-24% -$197K ﹤0.01% 1896
2025
Q3 		$735K Sell
17,297
-565
-3% -$20.9K ﹤0.01% 1753
2025
Q2 		$645K Buy
+17,862
New +$597K ﹤0.01% 1737

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Cerity Partners's COCO Position: Q2 2026 in Review

Cerity Partners reduced its Vita Coco (COCO) stake by 2% in Q2 2026, selling an estimated $20K and leaving 14,589 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Cerity Partners first reported a position in COCO in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Cerity Partners held 14,589 shares of Vita Coco worth $965K as of Q2 2026.
  • Cerity Partners sold 296 Vita Coco shares in Q2 2026, an estimated $20K.
  • Vita Coco made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2028 holding.
  • Cerity Partners first reported a position in Vita Coco in Q2 2025 and has held it in 5 quarters since.
  • 317 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.