HWM
COCO icon

Hemington Wealth Management’s Vita Coco COCO Stock Holding History

Hemington Wealth 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
Q3 		$4K Hold
97
– – ﹤0.01% 1176
2025
Q2 		$3K Hold
97
– – ﹤0.01% 1221
2025
Q1 		$2K Buy
+97
New +$3.46K ﹤0.01% 1270

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Hemington Wealth Management's COCO Position: Q3 2025 in Review

Hemington Wealth Management held its Vita Coco (COCO) position steady in Q3 2025 at 97 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Hemington Wealth Management first reported a position in COCO in Q1 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold COCO as of Q3 2025.

  • Hemington Wealth Management held 97 shares of Vita Coco worth $4K as of Q3 2025.
  • Hemington Wealth Management left its Vita Coco share count unchanged in Q3 2025.
  • Vita Coco made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1176 holding.
  • Hemington Wealth Management first reported a position in Vita Coco in Q1 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Vita Coco as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.