GRP
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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
2026
Q2 		$860 Buy
+13
New +$877 ﹤0.01% 4215
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

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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return

Global Retirement Partners's COCO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vita Coco (COCO) in Q2 2026: 13 shares worth $860. The stake represents ﹤0.01% of the portfolio and ranks #4215 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in COCO as recently as Q4 2025.

Global Retirement Partners first reported a position in COCO in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.3K in Q2 2024. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Global Retirement Partners held 13 shares of Vita Coco worth $860 as of Q2 2026.
  • Vita Coco was a new Global Retirement Partners position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4215 holding.
  • Global Retirement Partners first reported a position in Vita Coco in Q1 2024 and has held it in 8 quarters since.
  • Global Retirement Partners's Vita Coco position peaked at $9.3K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.