Creative Planning
COCO icon

Creative Planning’s Vita Coco COCO Stock Holding History

Creative Planning’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 		$415K Buy
8,662
+3,505
+68% +$191K ﹤0.01% 3167
2025
Q4 		$273K Buy
+5,157
New +$242K ﹤0.01% 3312

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

Creative Planning's COCO Position: Q1 2026 in Review

Creative Planning increased its Vita Coco (COCO) stake by 68% in Q1 2026, buying an estimated $191K and bringing the position to 8,662 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

Creative Planning first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Creative Planning held 8,662 shares of Vita Coco worth $415K as of Q1 2026.
  • Creative Planning bought 3,505 Vita Coco shares in Q1 2026, an estimated $191K.
  • Vita Coco made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3167 holding.
  • Creative Planning first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.