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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
Q2 		$79.8M Buy
+1,207,102
New +$81.5M 0.49% 82

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Congress Asset Management's COCO Position: Q2 2026 in Review

Congress Asset Management opened a new position in Vita Coco (COCO) in Q2 2026: 1,207,102 shares worth $79.8M. The stake represents 0.49% of the portfolio and ranks #82 among its holdings.

342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Congress Asset Management held 1,207,102 shares of Vita Coco worth $79.8M as of Q2 2026.
  • Vita Coco was a new Congress Asset Management position in Q2 2026.
  • Vita Coco made up 0.49% of Congress Asset Management's portfolio in Q2 2026, its #82 holding.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.