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Guggenheim Capital’s Vita Coco COCO Stock Holding History

Guggenheim Capital’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 		$838K Buy
12,676
+6,923
+120% +$467K 0.01% 1088
2026
Q1 		$276K Buy
5,753
+1,697
+42% +$92.6K ﹤0.01% 1417
2025
Q4 		$215K Sell
4,056
-1,058
-21% -$49.6K ﹤0.01% 1664
2025
Q3 		$217K Buy
+5,114
New +$190K ﹤0.01% 1502

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

Guggenheim Capital's COCO Position: Q2 2026 in Review

Guggenheim Capital increased its Vita Coco (COCO) stake by 120% in Q2 2026, buying an estimated $467K and bringing the position to 12,676 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #1088.

Guggenheim Capital first reported a position in COCO in Q3 2025 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Guggenheim Capital held 12,676 shares of Vita Coco worth $838K as of Q2 2026.
  • Guggenheim Capital bought 6,923 Vita Coco shares in Q2 2026, an estimated $467K.
  • Vita Coco made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1088 holding.
  • Guggenheim Capital first reported a position in Vita Coco in Q3 2025 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.