C
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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Covestor's COCO Position: Q1 2026 in Review

Covestor increased its Vita Coco (COCO) stake by 2,933% in Q1 2026, buying an estimated $52.8K and bringing the position to 1,001 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #735.

Covestor first reported a position in COCO in Q2 2023 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Covestor held 1,001 shares of Vita Coco worth $48K as of Q1 2026.
  • Covestor bought 968 Vita Coco shares in Q1 2026, an estimated $52.8K.
  • Vita Coco made up 0.03% of Covestor's portfolio in Q1 2026, its #735 holding.
  • Covestor first reported a position in Vita Coco in Q2 2023 and has held it in 12 quarters since.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.