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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
Q2 		$202K Sell
3,052
-1,677
-35% -$113K 0.02% 375
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 $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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

FourThought Financial Partners's COCO Position: Q2 2026 in Review

FourThought Financial Partners reduced its Vita Coco (COCO) stake by 35% in Q2 2026, selling an estimated $113K and leaving 3,052 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #375.

FourThought Financial Partners first reported a position in COCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $251K in Q4 2025. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • FourThought Financial Partners held 3,052 shares of Vita Coco worth $202K as of Q2 2026.
  • FourThought Financial Partners sold 1,677 Vita Coco shares in Q2 2026, an estimated $113K.
  • Vita Coco made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #375 holding.
  • FourThought Financial Partners first reported a position in Vita Coco in Q3 2025 and has held it in 4 quarters since.
  • FourThought Financial Partners's Vita Coco position peaked at $251K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.