Invesco
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Invesco’s Vita Coco COCO Stock Holding History

Invesco’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 		$5.73M Buy
119,513
+69,307
+138% +$3.78M ﹤0.01% 2133
2025
Q4 		$2.66M Buy
50,206
+6,115
+14% +$287K ﹤0.01% 2498
2025
Q3 		$1.87M Buy
44,091
+8,413
+24% +$312K ﹤0.01% 2638
2025
Q2 		$1.29M Sell
35,678
-62,184
-64% -$2.08M ﹤0.01% 2746
2025
Q1 		$3M Buy
97,862
+78,229
+398% +$2.79M ﹤0.01% 2385
2024
Q4 		$725K Sell
19,633
-120,876
-86% -$4.03M ﹤0.01% 3054
2024
Q3 		$3.98M Buy
140,509
+9,034
+7% +$240K ﹤0.01% 2352
2024
Q2 		$3.66M Sell
131,475
-37,936
-22% -$1.01M ﹤0.01% 2341
2024
Q1 		$4.14M Buy
169,411
+19,179
+13% +$445K ﹤0.01% 2349
2023
Q4 		$3.85M Sell
150,232
-87,748
-37% -$2.38M ﹤0.01% 2365
2023
Q3 		$6.2M Sell
237,980
-115,277
-33% -$3.08M ﹤0.01% 2092
2023
Q2 		$9.49M Buy
+353,257
New +$8.6M ﹤0.01% 1850
2023
Q1 		– Sell
-18,789
Closed -$260K – 3888
2022
Q4 		$260K Buy
+18,789
New +$220K ﹤0.01% 3578

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Invesco's COCO Position: Q1 2026 in Review

Invesco increased its Vita Coco (COCO) stake by 138% in Q1 2026, buying an estimated $3.78M and bringing the position to 119,513 shares worth $5.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Invesco first reported a position in COCO in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.49M in Q2 2023. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Invesco held 119,513 shares of Vita Coco worth $5.73M as of Q1 2026.
  • Invesco bought 69,307 Vita Coco shares in Q1 2026, an estimated $3.78M.
  • Vita Coco made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #2133 holding.
  • Invesco first reported a position in Vita Coco in Q4 2022 and has held it in 13 quarters since.
  • Invesco's Vita Coco position peaked at $9.49M in Q2 2023.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.