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IHT Wealth Management’s Vita Coco COCO Stock Holding History

IHT 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
2026
Q1 		– Sell
-5,368
Closed -$285K – 1269
2025
Q4 		$285K Sell
5,368
-437
-8% -$20.5K 0.01% 979
2025
Q3 		$247K Sell
5,805
-50
-0.9% -$1.85K 0.01% 1028
2025
Q2 		$211K Buy
+5,855
New +$196K 0.01% 1066
2025
Q1 		– Sell
-5,855
Closed -$216K – 1098
2024
Q4 		$216K Buy
+5,855
New +$195K 0.01% 995

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

IHT Wealth Management's COCO Position: Q1 2026 in Review

IHT Wealth Management sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 5,368 shares — an estimated $285K sold.

IHT Wealth Management first reported a position in COCO in Q4 2024 and held it in 4 quarters. The position peaked at $285K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • IHT Wealth Management reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 5,368 Vita Coco shares in Q1 2026, an estimated $285K.
  • IHT Wealth Management first reported a position in Vita Coco in Q4 2024 and held it in 4 quarters.
  • IHT Wealth Management's Vita Coco position peaked at $285K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.