CIBC Private Wealth Group’s Vita Coco COCO Stock Holding History

CIBC Private Wealth Group’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	$1.64M	Hold	30,852	–	–	﹤0.01%	624
2025 Q3	$1.31M	Hold	30,852	–	–	﹤0.01%	647
2025 Q2	$1.11M	Buy	30,852 +68	+0.2%	+$2.27K	﹤0.01%	649
2025 Q1	$859K	Hold	30,784	–	–	﹤0.01%	675
2024 Q4	$1.05M	Hold	30,784	–	–	﹤0.01%	687
2024 Q3	$871K	Hold	30,784	–	–	﹤0.01%	719
2024 Q2	$878K	Sell	30,784 -134	-0.4%	-$3.55K	﹤0.01%	684
2024 Q1	$740K	Buy	30,918 +5,000	+19%	+$116K	﹤0.01%	739
2023 Q4	$665K	Sell	25,918 -360	-1%	-$9.77K	﹤0.01%	734
2023 Q3	$684K	Buy	26,278 +1,278	+5%	+$34.1K	﹤0.01%	682
2023 Q2	$672K	Buy	25,000 +5,000	+25%	+$122K	﹤0.01%	643
2023 Q1	$392K	Buy	20,000 +10,000	+100%	+$157K	﹤0.01%	749
2022 Q4	$138	Hold	10,000	–	–	﹤0.01%	827
2022 Q3	$114K	Buy	+10,000	New	+$130K	﹤0.01%	873

Other funds holding COCO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

CIBC Private Wealth Group's COCO Position: Q4 2025 in Review

CIBC Private Wealth Group held its Vita Coco (COCO) position steady in Q4 2025 at 30,852 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #624.

CIBC Private Wealth Group first reported a position in COCO in Q3 2022 and has held it in 14 quarters since. 260 funds tracked by Wall St. Rank hold COCO as of Q4 2025.

CIBC Private Wealth Group held 30,852 shares of Vita Coco worth $1.64M as of Q4 2025.
CIBC Private Wealth Group left its Vita Coco share count unchanged in Q4 2025.
Vita Coco made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #624 holding.
CIBC Private Wealth Group first reported a position in Vita Coco in Q3 2022 and has held it in 14 quarters since.
260 funds tracked by Wall St. Rank held Vita Coco as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.