Covestor
COCO icon

Covestor’s Vita Coco COCO Stock Holding History

Covestor’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 		$43K Sell
757
-67
-8% -$4.25K 0.03% 809
2026
Q2 		$55K Sell
824
-177
-18% -$11.9K 0.03% 736
2026
Q1 		$48K Buy
1,001
+968
+2,933% +$52.8K 0.03% 735
2025
Q4 		$2K Buy
33
+2
+6% +$94 ﹤0.01% 1901
2025
Q3 		$1K Buy
31
+2
+7% +$74 ﹤0.01% 2035
2025
Q2 		$1K Sell
29
-11
-28% -$367 ﹤0.01% 1956
2025
Q1 		$1K Sell
40
-321
-89% -$11.4K ﹤0.01% 1945
2024
Q4 		$13K Sell
361
-81
-18% -$2.7K 0.01% 1377
2024
Q3 		$12K Buy
442
+16
+4% +$425 0.01% 1423
2024
Q2 		$12K Buy
426
+43
+11% +$1.14K 0.01% 1399
2024
Q1 		$9K Buy
383
+27
+8% +$627 0.01% 1641
2023
Q4 		$9K Buy
356
+346
+3,460% +$9.39K 0.01% 1629
2023
Q3 		$0 Buy
10
+4
+67% +$107 ﹤0.01% 2176
2023
Q2 		$0 Buy
+6
New +$146 ﹤0.01% 2188

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Covestor's COCO Position: Q3 2026 in Review

Covestor reduced its Vita Coco (COCO) stake by 8.1% in Q3 2026, selling an estimated $4.25K and leaving 757 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #809.

Covestor first reported a position in COCO in Q2 2023 and has held it in 14 quarters since. The position peaked at $55K in Q2 2026. 191 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Covestor held 757 shares of Vita Coco worth $43K as of Q3 2026.
  • Covestor sold 67 Vita Coco shares in Q3 2026, an estimated $4.25K.
  • Vita Coco made up 0.03% of Covestor's portfolio in Q3 2026, its #809 holding.
  • Covestor first reported a position in Vita Coco in Q2 2023 and has held it in 14 quarters since.
  • Covestor's Vita Coco position peaked at $55K in Q2 2026.
  • 191 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.