Fidelity Investments
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Fidelity Investments’s Vita Coco COCO Stock Holding History

Fidelity Investments’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 		$213M Sell
3,213,969
-1,541,697
-32% -$104M 0.01% 901
2026
Q1 		$228M Sell
4,755,666
-396,492
-8% -$21.6M 0.01% 795
2025
Q4 		$273M Buy
5,152,158
+1,534,846
+42% +$72M 0.01% 738
2025
Q3 		$154M Buy
3,617,312
+292,433
+9% +$10.8M 0.01% 967
2025
Q2 		$120M Buy
3,324,879
+2,060,877
+163% +$68.8M 0.01% 1038
2025
Q1 		$38.7M Sell
1,264,002
-147,119
-10% -$5.25M ﹤0.01% 1449
2024
Q4 		$52.1M Sell
1,411,121
-162,657
-10% -$5.42M ﹤0.01% 1364
2024
Q3 		$44.6M Sell
1,573,778
-722,954
-31% -$19.2M ﹤0.01% 1428
2024
Q2 		$64M Buy
2,296,732
+77,731
+4% +$2.06M ﹤0.01% 1217
2024
Q1 		$54.2M Sell
2,219,001
-372,558
-14% -$8.65M ﹤0.01% 1299
2023
Q4 		$66.5M Buy
2,591,559
+206,742
+9% +$5.61M 0.01% 1178
2023
Q3 		$62.1M Buy
2,384,817
+1,000,408
+72% +$26.7M 0.01% 1181
2023
Q2 		$37.2M Buy
1,384,409
+1,365,498
+7,221% +$33.2M ﹤0.01% 1380
2023
Q1 		$371K Buy
18,911
+867
+5% +$13.6K ﹤0.01% 2794
2022
Q4 		$249K Sell
18,044
-89,386
-83% -$1.05M ﹤0.01% 2945
2022
Q3 		$1.22M Sell
107,430
-772,191
-88% -$10.1M ﹤0.01% 2551
2022
Q2 		$8.61M Sell
879,621
-4,087
-0.5% -$43.3K ﹤0.01% 2030
2022
Q1 		$7.92M Sell
883,708
-16,292
-2% -$170K ﹤0.01% 2213
2021
Q4 		$10.1M Buy
+900,000
New +$11.4M ﹤0.01% 2110

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments's COCO Position: Q2 2026 in Review

Fidelity Investments reduced its Vita Coco (COCO) stake by 32% in Q2 2026, selling an estimated $104M and leaving 3,213,969 shares worth $213M. The position accounts for 0.01% of the portfolio, ranked #901.

Fidelity Investments first reported a position in COCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $273M in Q4 2025. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Fidelity Investments held 3,213,969 shares of Vita Coco worth $213M as of Q2 2026.
  • Fidelity Investments sold 1,541,697 Vita Coco shares in Q2 2026, an estimated $104M.
  • Vita Coco made up 0.01% of Fidelity Investments's portfolio in Q2 2026, its #901 holding.
  • Fidelity Investments first reported a position in Vita Coco in Q4 2021 and has held it in 19 quarters since.
  • Fidelity Investments's Vita Coco position peaked at $273M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.