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
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

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

Covestor's COCO Position: Q2 2026 in Review

Covestor reduced its Vita Coco (COCO) stake by 18% in Q2 2026, selling an estimated $11.9K and leaving 824 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #736.

Covestor first reported a position in COCO in Q2 2023 and has held it in 13 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Covestor held 824 shares of Vita Coco worth $55K as of Q2 2026.
  • Covestor sold 177 Vita Coco shares in Q2 2026, an estimated $11.9K.
  • Vita Coco made up 0.03% of Covestor's portfolio in Q2 2026, its #736 holding.
  • Covestor first reported a position in Vita Coco in Q2 2023 and has held it in 13 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.