First Trust Advisors
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First Trust Advisors’s Vita Coco COCO Stock Holding History

First Trust 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
Q1 		$17.1M Buy
357,889
+100,791
+39% +$5.5M 0.01% 916
2025
Q4 		$13.6M Buy
257,098
+80,976
+46% +$3.8M 0.01% 991
2025
Q3 		$7.48M Buy
176,122
+46,614
+36% +$1.73M 0.01% 1199
2025
Q2 		$4.68M Sell
129,508
-44,097
-25% -$1.47M ﹤0.01% 1381
2025
Q1 		$5.32M Buy
173,605
+112,002
+182% +$3.99M ﹤0.01% 1280
2024
Q4 		$2.27M Sell
61,603
-56,854
-48% -$1.89M ﹤0.01% 1752
2024
Q3 		$3.35M Buy
118,457
+31,149
+36% +$828K ﹤0.01% 1533
2024
Q2 		$2.43M Sell
87,308
-11,614
-12% -$308K ﹤0.01% 1609
2024
Q1 		$2.42M Sell
98,922
-68,522
-41% -$1.59M ﹤0.01% 1654
2023
Q4 		$4.29M Buy
167,444
+140,164
+514% +$3.8M ﹤0.01% 1347
2023
Q3 		$710K Buy
27,280
+17,541
+180% +$468K ﹤0.01% 2066
2023
Q2 		$262K Buy
+9,739
New +$237K ﹤0.01% 2260

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

First Trust Advisors's COCO Position: Q1 2026 in Review

First Trust Advisors increased its Vita Coco (COCO) stake by 39% in Q1 2026, buying an estimated $5.5M and bringing the position to 357,889 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #916.

First Trust Advisors first reported a position in COCO in Q2 2023 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • First Trust Advisors held 357,889 shares of Vita Coco worth $17.1M as of Q1 2026.
  • First Trust Advisors bought 100,791 Vita Coco shares in Q1 2026, an estimated $5.5M.
  • Vita Coco made up 0.01% of First Trust Advisors's portfolio in Q1 2026, its #916 holding.
  • First Trust Advisors first reported a position in Vita Coco in Q2 2023 and has held it in 12 quarters since.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.