Dimensional Fund Advisors
COCO icon

Dimensional Fund Advisors’s Vita Coco COCO Stock Holding History

Dimensional Fund 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 		$72.7M Buy
1,098,490
+25,077
+2% +$1.69M 0.01% 1392
2026
Q1 		$51.4M Buy
1,073,413
+61,950
+6% +$3.38M 0.01% 1487
2025
Q4 		$53.6M Buy
1,011,463
+25,097
+3% +$1.18M 0.01% 1470
2025
Q3 		$41.9M Buy
986,366
+44,721
+5% +$1.66M 0.01% 1615
2025
Q2 		$34M Sell
941,645
-10,915
-1% -$365K 0.01% 1710
2025
Q1 		$29.2M Buy
952,560
+47,805
+5% +$1.71M 0.01% 1760
2024
Q4 		$33.4M Buy
904,755
+51,944
+6% +$1.73M 0.01% 1749
2024
Q3 		$24.1M Buy
852,811
+76,342
+10% +$2.03M 0.01% 1914
2024
Q2 		$21.6M Buy
776,469
+156,033
+25% +$4.14M 0.01% 1922
2024
Q1 		$15.2M Buy
620,436
+152,425
+33% +$3.54M ﹤0.01% 2132
2023
Q4 		$12M Buy
468,011
+123,924
+36% +$3.36M ﹤0.01% 2241
2023
Q3 		$8.96M Buy
344,087
+195,509
+132% +$5.22M ﹤0.01% 2320
2023
Q2 		$3.99M Buy
148,578
+114,935
+342% +$2.8M ﹤0.01% 2597
2023
Q1 		$660K Buy
33,643
+1,086
+3% +$17K ﹤0.01% 2981
2022
Q4 		$450 Buy
+32,557
New +$381K ﹤0.01% 3052

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

Dimensional Fund Advisors's COCO Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Vita Coco (COCO) stake by 2.3% in Q2 2026, buying an estimated $1.69M and bringing the position to 1,098,490 shares worth $72.7M. The position accounts for 0.01% of the portfolio, ranked #1392.

Dimensional Fund Advisors first reported a position in COCO in Q4 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Dimensional Fund Advisors held 1,098,490 shares of Vita Coco worth $72.7M as of Q2 2026.
  • Dimensional Fund Advisors bought 25,077 Vita Coco shares in Q2 2026, an estimated $1.69M.
  • Vita Coco made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1392 holding.
  • Dimensional Fund Advisors first reported a position in Vita Coco in Q4 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.