Cetera Investment Advisers
COCO icon

Cetera Investment Advisers’s Vita Coco COCO Stock Holding History

Cetera Investment Advisers’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 		$425K Buy
+6,428
New +$434K ﹤0.01% 3850
2026
Q1 		– Sell
-3,824
Closed -$203K – 4836
2025
Q4 		$203K Buy
+3,824
New +$179K ﹤0.01% 4221
2024
Q4 		– Sell
-20,605
Closed -$583K – 3801
2024
Q3 		$583K Buy
20,605
+414
+2% +$11K ﹤0.01% 2525
2024
Q2 		$562K Buy
+20,191
New +$535K ﹤0.01% 2497

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

Cetera Investment Advisers's COCO Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Vita Coco (COCO) in Q2 2026: 6,428 shares worth $425K. The stake represents ﹤0.01% of the portfolio and ranks #3850 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in COCO as recently as Q4 2025.

Cetera Investment Advisers first reported a position in COCO in Q2 2024 and has held it in 4 quarters since. The position peaked at $583K in Q3 2024. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Cetera Investment Advisers held 6,428 shares of Vita Coco worth $425K as of Q2 2026.
  • Vita Coco was a new Cetera Investment Advisers position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3850 holding.
  • Cetera Investment Advisers first reported a position in Vita Coco in Q2 2024 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Vita Coco position peaked at $583K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.