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HRT Financial’s Vita Coco COCO Stock Holding History

HRT Financial’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
Q1 		– Sell
-12,661
Closed -$671K – 3917
2025
Q4 		$671K Buy
+12,661
New +$594K ﹤0.01% 1954
2025
Q2 		– Sell
-6,870
Closed -$210K – 2748
2025
Q1 		$210K Buy
+6,870
New +$245K ﹤0.01% 1995
2024
Q3 		– Sell
-12,911
Closed -$359K – 2521
2024
Q2 		$359K Buy
+12,911
New +$342K ﹤0.01% 1438
2024
Q1 		– Sell
-32,004
Closed -$820K – 2422
2023
Q4 		$820K Buy
+32,004
New +$869K 0.01% 1087
2023
Q3 		– Sell
-31,611
Closed -$849K – 2478
2023
Q2 		$849K Buy
31,611
+12,348
+64% +$301K 0.01% 1040
2023
Q1 		$377K Buy
+19,263
New +$302K ﹤0.01% 1574

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

HRT Financial's COCO Position: Q1 2026 in Review

HRT Financial sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 12,661 shares — an estimated $671K sold.

HRT Financial first reported a position in COCO in Q1 2023 and held it in 6 quarters. The position peaked at $849K in Q2 2023. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • HRT Financial reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 12,661 Vita Coco shares in Q1 2026, an estimated $671K.
  • HRT Financial first reported a position in Vita Coco in Q1 2023 and held it in 6 quarters.
  • HRT Financial's Vita Coco position peaked at $849K in Q2 2023.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.