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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
Q2 		– Sell
-15,500
Closed -$743K – 1718
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Jefferies Financial Group's COCO Position: Q2 2026 in Review

Jefferies Financial Group sold out of Vita Coco (COCO) in Q2 2026, closing a stake of 15,500 shares — an estimated $743K sold.

Jefferies Financial Group first reported a position in COCO in Q4 2025 and held it in 2 quarters. The position peaked at $743K in Q1 2026. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Jefferies Financial Group reported no remaining Vita Coco position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 15,500 Vita Coco shares in Q2 2026, an estimated $743K.
  • Jefferies Financial Group first reported a position in Vita Coco in Q4 2025 and held it in 2 quarters.
  • Jefferies Financial Group's Vita Coco position peaked at $743K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.