Congress Asset Management’s Vita Coco COCO Stock Holding History

Congress Asset Management’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	$71M	Buy	1,240,321 +33,219	+3%	+$2.11M	0.46%	79
2026 Q2	$79.8M	Buy	+1,207,102	New	+$81.5M	0.49%	82

Other funds holding COCO

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JW Asset Management Miami Beach, Florida $240M AUM 83.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Congress Asset Management's COCO Position: Q3 2026 in Review

Congress Asset Management increased its Vita Coco (COCO) stake by 2.8% in Q3 2026, buying an estimated $2.11M and bringing the position to 1,240,321 shares worth $71M. The position accounts for 0.46% of the portfolio, ranked #79.

Congress Asset Management first reported a position in COCO in Q2 2026 and has held it in 2 quarters since. The position peaked at $79.8M in Q2 2026. 153 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

Congress Asset Management held 1,240,321 shares of Vita Coco worth $71M as of Q3 2026.
Congress Asset Management bought 33,219 Vita Coco shares in Q3 2026, an estimated $2.11M.
Vita Coco made up 0.46% of Congress Asset Management's portfolio in Q3 2026, its #79 holding.
Congress Asset Management first reported a position in Vita Coco in Q2 2026 and has held it in 2 quarters since.
Congress Asset Management's Vita Coco position peaked at $79.8M in Q2 2026.
153 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.