Fortitude Family Office’s Vita Coco COCO Stock Holding History

Fortitude Family Office’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	$5.82K	Sell	88 -16	-15%	-$1.08K	﹤0.01%	1008
2026 Q1	$4.98K	Sell	104 -35	-25%	-$1.91K	﹤0.01%	915
2025 Q4	$7.37K	Hold	139	–	–	﹤0.01%	680
2025 Q3	$5.9K	Hold	139	–	–	﹤0.01%	756
2025 Q2	$5.02K	Sell	139 -6	-4%	-$200	﹤0.01%	790
2025 Q1	$4.44K	Hold	145	–	–	﹤0.01%	760
2024 Q4	$5.35K	Buy	145 +6	+4%	+$200	﹤0.01%	821
2024 Q3	$3.94K	Hold	139	–	–	﹤0.01%	852
2024 Q2	$3.87K	Buy	+139	New	+$3.69K	﹤0.01%	676
2024 Q1	–	Sell	-57	Closed	-$1.46K	–	989
2023 Q4	$1.46K	Buy	+57	New	+$1.55K	﹤0.01%	905

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Fortitude Family Office's COCO Position: Q2 2026 in Review

Fortitude Family Office reduced its Vita Coco (COCO) stake by 15% in Q2 2026, selling an estimated $1.08K and leaving 88 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Fortitude Family Office first reported a position in COCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.37K in Q4 2025. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Fortitude Family Office held 88 shares of Vita Coco worth $5.82K as of Q2 2026.
Fortitude Family Office sold 16 Vita Coco shares in Q2 2026, an estimated $1.08K.
Vita Coco made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1008 holding.
Fortitude Family Office first reported a position in Vita Coco in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's Vita Coco position peaked at $7.37K in Q4 2025.
339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.