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Harvest Fund Management’s Vita Coco COCO Stock Holding History

Harvest Fund 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
2025
Q2 		– Sell
-1,797
Closed -$55K – 648
2025
Q1 		$55K Sell
1,797
-10,580
-85% -$377K ﹤0.01% 490
2024
Q4 		$457K Buy
+12,377
New +$412K 0.02% 343

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

Harvest Fund Management's COCO Position: Q2 2025 in Review

Harvest Fund Management sold out of Vita Coco (COCO) in Q2 2025, closing a stake of 1,797 shares — an estimated $55K sold.

Harvest Fund Management first reported a position in COCO in Q4 2024 and held it in 2 quarters. The position peaked at $457K in Q4 2024. 218 funds tracked by Wall St. Rank hold COCO as of Q2 2025.

  • Harvest Fund Management reported no remaining Vita Coco position as of Q2 2025 after selling out during the quarter.
  • Harvest Fund Management sold 1,797 Vita Coco shares in Q2 2025, an estimated $55K.
  • Harvest Fund Management first reported a position in Vita Coco in Q4 2024 and held it in 2 quarters.
  • Harvest Fund Management's Vita Coco position peaked at $457K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Vita Coco as of Q2 2025.

Based on Harvest Fund Management's 13F filing for Q2 2025, filed 15 Aug 2025.