Cetera Investment Advisers
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Cetera Investment Advisers's COCO Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 3,824 shares — an estimated $203K sold.

Cetera Investment Advisers first reported a position in COCO in Q2 2024 and held it in 3 quarters. The position peaked at $583K in Q3 2024. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 3,824 Vita Coco shares in Q1 2026, an estimated $203K.
  • Cetera Investment Advisers first reported a position in Vita Coco in Q2 2024 and held it in 3 quarters.
  • Cetera Investment Advisers's Vita Coco position peaked at $583K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.