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FourThought Financial Partners’s Vita Coco COCO Stock Holding History

FourThought Financial Partners’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 		$227K Hold
4,729
– – 0.02% 337
2025
Q4 		$251K Hold
4,729
– – 0.02% 381
2025
Q3 		$201K Buy
+4,729
New +$175K 0.02% 478

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

FourThought Financial Partners's COCO Position: Q1 2026 in Review

FourThought Financial Partners held its Vita Coco (COCO) position steady in Q1 2026 at 4,729 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #337.

FourThought Financial Partners first reported a position in COCO in Q3 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • FourThought Financial Partners held 4,729 shares of Vita Coco worth $227K as of Q1 2026.
  • FourThought Financial Partners left its Vita Coco share count unchanged in Q1 2026.
  • Vita Coco made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #337 holding.
  • FourThought Financial Partners first reported a position in Vita Coco in Q3 2025 and has held it in 3 quarters since.
  • FourThought Financial Partners's Vita Coco position peaked at $251K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.