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
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 $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighTower Advisors's COCO Position: Q1 2025 in Review

HighTower Advisors sold out of Vita Coco (COCO) in Q1 2025, closing a stake of 122,196 shares — an estimated $4.51M sold.

HighTower Advisors first reported a position in COCO in Q2 2022 and held it in 11 quarters. The position peaked at $4.51M in Q4 2024. 207 funds tracked by Wall St. Rank hold COCO as of Q1 2025.

HighTower Advisors reported no remaining Vita Coco position as of Q1 2025 after selling out during the quarter.
HighTower Advisors sold 122,196 Vita Coco shares in Q1 2025, an estimated $4.51M.
HighTower Advisors first reported a position in Vita Coco in Q2 2022 and held it in 11 quarters.
HighTower Advisors's Vita Coco position peaked at $4.51M in Q4 2024.
207 funds tracked by Wall St. Rank held Vita Coco as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.