Contravisory Investment Management’s Vita Coco COCO Stock Holding History

Contravisory Investment 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	$387K	Sell	5,851 -480	-8%	-$32.4K	0.07%	160
2026 Q1	$303K	Hold	6,331	–	–	0.06%	173
2025 Q4	$336K	Sell	6,331 -268	-4%	-$12.6K	0.07%	178
2025 Q3	$280K	Sell	6,599 -188	-3%	-$6.97K	0.05%	213
2025 Q2	$245K	Buy	+6,787	New	+$227K	0.05%	231

Other funds holding COCO

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Contravisory Investment Management's COCO Position: Q2 2026 in Review

Contravisory Investment Management reduced its Vita Coco (COCO) stake by 7.6% in Q2 2026, selling an estimated $32.4K and leaving 5,851 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #160.

Contravisory Investment Management first reported a position in COCO in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Contravisory Investment Management held 5,851 shares of Vita Coco worth $387K as of Q2 2026.
Contravisory Investment Management sold 480 Vita Coco shares in Q2 2026, an estimated $32.4K.
Vita Coco made up 0.07% of Contravisory Investment Management's portfolio in Q2 2026, its #160 holding.
Contravisory Investment Management first reported a position in Vita Coco in Q2 2025 and has held it in 5 quarters since.
31 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.