JFG
COCO icon

Jefferies Financial Group’s Vita Coco COCO Stock Holding History

Jefferies Financial Group’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 		$743K Buy
15,500
+9,717
+168% +$530K 0.01% 1041
2025
Q4 		$307K Buy
+5,783
New +$271K ﹤0.01% 1493

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

Jefferies Financial Group's COCO Position: Q1 2026 in Review

Jefferies Financial Group increased its Vita Coco (COCO) stake by 168% in Q1 2026, buying an estimated $530K and bringing the position to 15,500 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1041.

Jefferies Financial Group first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Jefferies Financial Group held 15,500 shares of Vita Coco worth $743K as of Q1 2026.
  • Jefferies Financial Group bought 9,717 Vita Coco shares in Q1 2026, an estimated $530K.
  • Vita Coco made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1041 holding.
  • Jefferies Financial Group first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.