HighTower Advisors’s Vita Coco COCO Stock Holding History

HighTower Advisors’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	$2.66M	Buy	+40,177	New	+$2.71M	﹤0.01%	1592
2025 Q1	–	Sell	-122,196	Closed	-$4.51M	–	3808
2024 Q4	$4.51M	Buy	122,196 +62	+0.1%	+$2.06K	0.01%	1091
2024 Q3	$3.46M	Buy	122,134 +95	+0.1%	+$2.52K	﹤0.01%	1202
2024 Q2	$3.4M	Buy	122,039 +190	+0.2%	+$5.04K	0.01%	1174
2024 Q1	$2.98M	Sell	121,849 -4,731	-4%	-$110K	﹤0.01%	1223
2023 Q4	$3.24M	Sell	126,580 -736	-0.6%	-$20K	0.01%	1178
2023 Q3	$3.31M	Buy	127,316 +618	+0.5%	+$16.5K	0.01%	1109
2023 Q2	$3.41M	Buy	126,698 +5,688	+5%	+$138K	0.01%	1077
2023 Q1	$2.37M	Hold	121,010	–	–	0.01%	1190
2022 Q4	$1.67M	Hold	121,010	–	–	﹤0.01%	1380
2022 Q3	$1.38M	Hold	121,010	–	–	﹤0.01%	1433
2022 Q2	$1.19M	Buy	+121,010	New	+$1.28M	﹤0.01%	1540

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HighTower Advisors's COCO Position: Q2 2026 in Review

HighTower Advisors opened a new position in Vita Coco (COCO) in Q2 2026: 40,177 shares worth $2.66M. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in COCO as recently as Q4 2024.

HighTower Advisors first reported a position in COCO in Q2 2022 and has held it in 12 quarters since. The position peaked at $4.51M in Q4 2024. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

HighTower Advisors held 40,177 shares of Vita Coco worth $2.66M as of Q2 2026.
Vita Coco was a new HighTower Advisors position in Q2 2026.
Vita Coco made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1592 holding.
HighTower Advisors first reported a position in Vita Coco in Q2 2022 and has held it in 12 quarters since.
HighTower Advisors's Vita Coco position peaked at $4.51M in Q4 2024.
341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.