Envestnet Asset Management
COCO icon

Envestnet Asset Management’s Vita Coco COCO Stock Holding History

Envestnet 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
2026
Q2 		$3.56M Buy
53,834
+25,155
+88% +$1.7M ﹤0.01% 2721
2026
Q1 		$1.37M Sell
28,679
-1,730
-6% -$94.4K ﹤0.01% 3274
2025
Q4 		$1.61M Sell
30,409
-3,132
-9% -$147K ﹤0.01% 2992
2025
Q3 		$1.42M Buy
33,541
+298
+0.9% +$11K ﹤0.01% 3121
2025
Q2 		$1.2M Buy
33,243
+1,872
+6% +$62.5K ﹤0.01% 3169
2025
Q1 		$962K Sell
31,371
-3,023
-9% -$108K ﹤0.01% 3233
2024
Q4 		$1.27M Sell
34,394
-398
-1% -$13.3K ﹤0.01% 2992
2024
Q3 		$985K Sell
34,792
-4,166
-11% -$111K ﹤0.01% 3145
2024
Q2 		$1.08M Buy
38,958
+18,158
+87% +$482K ﹤0.01% 2982
2024
Q1 		$508K Buy
20,800
+1,757
+9% +$40.8K ﹤0.01% 3430
2023
Q4 		$488K Buy
19,043
+203
+1% +$5.51K ﹤0.01% 3338
2023
Q3 		$491K Sell
18,840
-10,279
-35% -$274K ﹤0.01% 3267
2023
Q2 		$782K Sell
29,119
-1,431
-5% -$34.8K ﹤0.01% 2937
2023
Q1 		$599K Buy
30,550
+6,690
+28% +$105K ﹤0.01% 3030
2022
Q4 		$330K Buy
+23,860
New +$279K ﹤0.01% 3360

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

Envestnet Asset Management's COCO Position: Q2 2026 in Review

Envestnet Asset Management increased its Vita Coco (COCO) stake by 88% in Q2 2026, buying an estimated $1.7M and bringing the position to 53,834 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 53,834 shares of Vita Coco worth $3.56M as of Q2 2026.
  • Envestnet Asset Management bought 25,155 Vita Coco shares in Q2 2026, an estimated $1.7M.
  • Vita Coco made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2721 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.