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Global Retirement Partners’s Vita Coco COCO Stock Holding History

Global Retirement 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
2025
Q4 		$371 Buy
7
+2
+40% +$94 ﹤0.01% 4044
2025
Q3 		$212 Hold
5
– – ﹤0.01% 3734
2025
Q2 		$181 Buy
+5
New +$167 ﹤0.01% 3679
2024
Q4 		$480 Sell
13
-66
-84% -$2.2K ﹤0.01% 3411
2024
Q3 		$2.24K Sell
79
-255
-76% -$6.78K ﹤0.01% 2902
2024
Q2 		$9.3K Buy
334
+234
+234% +$6.21K ﹤0.01% 2355
2024
Q1 		$2.44K Buy
+100
New +$2.32K ﹤0.01% 2675

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Global Retirement Partners's COCO Position: Q4 2025 in Review

Global Retirement Partners increased its Vita Coco (COCO) stake by 40% in Q4 2025, buying an estimated $94 and bringing the position to 7 shares worth $371. The position accounts for ﹤0.01% of the portfolio, ranked #4044.

Global Retirement Partners first reported a position in COCO in Q1 2024 and has held it in 7 quarters since. The position peaked at $9.3K in Q2 2024. 260 funds tracked by Wall St. Rank hold COCO as of Q4 2025.

  • Global Retirement Partners held 7 shares of Vita Coco worth $371 as of Q4 2025.
  • Global Retirement Partners bought 2 Vita Coco shares in Q4 2025, an estimated $94.
  • Vita Coco made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4044 holding.
  • Global Retirement Partners first reported a position in Vita Coco in Q1 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's Vita Coco position peaked at $9.3K in Q2 2024.
  • 260 funds tracked by Wall St. Rank held Vita Coco as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.