Creekmur Asset Management’s Vita Coco COCO Stock Holding History

Creekmur Asset Management’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
2025 Q1	–	Sell	-2	Closed	-$74	–	824
2024 Q4	$74	Buy	+2	New	+$67	﹤0.01%	836

Other funds holding COCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creekmur Asset Management's COCO Position: Q1 2025 in Review

Creekmur Asset Management sold out of Vita Coco (COCO) in Q1 2025, closing a stake of 2 shares — an estimated $74 sold.

Creekmur Asset Management first reported a position in COCO in Q4 2024 and held it in 1 quarter. The position peaked at $74 in Q4 2024. 207 funds tracked by Wall St. Rank hold COCO as of Q1 2025.

Creekmur Asset Management reported no remaining Vita Coco position as of Q1 2025 after selling out during the quarter.
Creekmur Asset Management sold 2 Vita Coco shares in Q1 2025, an estimated $74.
Creekmur Asset Management first reported a position in Vita Coco in Q4 2024 and held it in 1 quarter.
Creekmur Asset Management's Vita Coco position peaked at $74 in Q4 2024.
207 funds tracked by Wall St. Rank held Vita Coco as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.