Citigroup
COCO icon

Citigroup’s Vita Coco COCO Stock Holding History

Citigroup’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
Q3 		$1.7M Sell
29,718
-21,671
-42% -$1.38M ﹤0.01% 2945
2026
Q2 		$3.4M Buy
51,389
+35,253
+218% +$2.38M ﹤0.01% 2484
2026
Q1 		$773K Sell
16,136
-232,669
-94% -$12.7M ﹤0.01% 3281
2025
Q4 		$13.2M Buy
248,805
+209,164
+528% +$9.8M 0.01% 1353
2025
Q3 		$1.68M Buy
39,641
+20,905
+112% +$775K ﹤0.01% 2813
2025
Q2 		$676K Sell
18,736
-14,274
-43% -$477K ﹤0.01% 3430
2025
Q1 		$1.01M Sell
33,010
-12,354
-27% -$441K ﹤0.01% 3254
2024
Q4 		$1.67M Buy
45,364
+16,856
+59% +$561K ﹤0.01% 2956
2024
Q3 		$807K Buy
28,508
+13,218
+86% +$351K ﹤0.01% 3431
2024
Q2 		$426K Buy
15,290
+2,426
+19% +$64.3K ﹤0.01% 3493
2024
Q1 		$314K Buy
12,864
+739
+6% +$17.2K ﹤0.01% 3816
2023
Q4 		$311K Buy
12,125
+7,651
+171% +$208K ﹤0.01% 3703
2023
Q3 		$117K Sell
4,474
-10,821
-71% -$289K ﹤0.01% 3876
2023
Q2 		$411K Buy
15,295
+14,944
+4,258% +$364K ﹤0.01% 3507
2023
Q1 		$6.89K Sell
351
-183
-34% -$2.87K ﹤0.01% 4860
2022
Q4 		$7.38K Buy
534
+50
+10% +$585 ﹤0.01% 4942
2022
Q3 		$6K Sell
484
-1,176
-71% -$15.3K ﹤0.01% 5166
2022
Q2 		$16K Sell
1,660
-226
-12% -$2.39K ﹤0.01% 5117
2022
Q1 		$17K Sell
1,886
-2,179
-54% -$22.8K ﹤0.01% 5238
2021
Q4 		$45K Buy
+4,065
New +$51.7K ﹤0.01% 5112

Other funds holding COCO

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
NIA Impact Advisors
NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Citigroup's COCO Position: Q3 2026 in Review

Citigroup reduced its Vita Coco (COCO) stake by 42% in Q3 2026, selling an estimated $1.38M and leaving 29,718 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Citigroup first reported a position in COCO in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.2M in Q4 2025. 119 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Citigroup held 29,718 shares of Vita Coco worth $1.7M as of Q3 2026.
  • Citigroup sold 21,671 Vita Coco shares in Q3 2026, an estimated $1.38M.
  • Vita Coco made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2945 holding.
  • Citigroup first reported a position in Vita Coco in Q4 2021 and has held it in 20 quarters since.
  • Citigroup's Vita Coco position peaked at $13.2M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.