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GW&K Investment Management’s Vita Coco COCO Stock Holding History

GW&K Investment Management’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 		$35M Sell
528,872
-8,308
-2% -$561K 0.27% 134
2026
Q1 		$25.7M Sell
537,180
-11,501
-2% -$628K 0.23% 164
2025
Q4 		$29.1M Sell
548,681
-128,751
-19% -$6.04M 0.25% 161
2025
Q3 		$28.8M Sell
677,432
-18,811
-3% -$697K 0.25% 157
2025
Q2 		$25.1M Sell
696,243
-60,403
-8% -$2.02M 0.23% 172
2025
Q1 		$23.2M Buy
756,646
+105,401
+16% +$3.76M 0.21% 181
2024
Q4 		$24M Sell
651,245
-11,868
-2% -$395K 0.2% 185
2024
Q3 		$18.8M Sell
663,113
-18,153
-3% -$482K 0.16% 206
2024
Q2 		$19M Buy
681,266
+170,577
+33% +$4.52M 0.17% 201
2024
Q1 		$12.5M Sell
510,689
-10,111
-2% -$235K 0.11% 240
2023
Q4 		$13.4M Buy
+520,800
New +$14.1M 0.12% 221

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

GW&K Investment Management's COCO Position: Q2 2026 in Review

GW&K Investment Management reduced its Vita Coco (COCO) stake by 1.5% in Q2 2026, selling an estimated $561K and leaving 528,872 shares worth $35M. The position accounts for 0.27% of the portfolio, ranked #134.

GW&K Investment Management first reported a position in COCO in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • GW&K Investment Management held 528,872 shares of Vita Coco worth $35M as of Q2 2026.
  • GW&K Investment Management sold 8,308 Vita Coco shares in Q2 2026, an estimated $561K.
  • Vita Coco made up 0.27% of GW&K Investment Management's portfolio in Q2 2026, its #134 holding.
  • GW&K Investment Management first reported a position in Vita Coco in Q4 2023 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.