Corient Private Wealth
COCO icon

Corient Private Wealth’s Vita Coco COCO Stock Holding History

Corient Private Wealth’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 		– Sell
-48,654
Closed -$2.33M – 3018
2026
Q1 		$2.33M Buy
+48,654
New +$2.66M ﹤0.01% 1181

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

Corient Private Wealth's COCO Position: Q2 2026 in Review

Corient Private Wealth sold out of Vita Coco (COCO) in Q2 2026, closing a stake of 48,654 shares — an estimated $2.33M sold.

Corient Private Wealth first reported a position in COCO in Q1 2026 and held it in 1 quarter. The position peaked at $2.33M in Q1 2026. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Corient Private Wealth reported no remaining Vita Coco position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 48,654 Vita Coco shares in Q2 2026, an estimated $2.33M.
  • Corient Private Wealth first reported a position in Vita Coco in Q1 2026 and held it in 1 quarter.
  • Corient Private Wealth's Vita Coco position peaked at $2.33M in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.