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Crewe Advisors’s Vita Coco COCO Stock Holding History

Crewe Advisors’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 		$7.08K Buy
+107
New +$7.22K ﹤0.01% 825
2022
Q4 		– Sell
-66
Closed -$1K – 1072
2022
Q3 		$1K Hold
66
– – ﹤0.01% 1125
2022
Q2 		$1K Buy
+66
New +$699 ﹤0.01% 1049

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Crewe Advisors's COCO Position: Q2 2026 in Review

Crewe Advisors opened a new position in Vita Coco (COCO) in Q2 2026: 107 shares worth $7.08K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in COCO as recently as Q3 2022.

Crewe Advisors first reported a position in COCO in Q2 2022 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Crewe Advisors held 107 shares of Vita Coco worth $7.08K as of Q2 2026.
  • Vita Coco was a new Crewe Advisors position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #825 holding.
  • Crewe Advisors first reported a position in Vita Coco in Q2 2022 and has held it in 3 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.