Jim Simons’s Vita Coco COCO Stock Holding History

Jim Simons’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	-29,800	Closed	-$1.58M	–	3316
2025 Q4	$1.58M	Buy	+29,800	New	+$1.4M	﹤0.01%	2017
2025 Q3	–	Sell	-7,600	Closed	-$274K	–	3560
2025 Q2	$274K	Sell	7,600 -39,200	-84%	-$1.31M	﹤0.01%	3072
2025 Q1	$1.43M	Buy	46,800 +34,400	+277%	+$1.23M	﹤0.01%	2193
2024 Q4	$458K	Buy	+12,400	New	+$413K	﹤0.01%	2882
2024 Q2	–	Sell	-152,500	Closed	-$3.73M	–	3550
2024 Q1	$3.73M	Sell	152,500 -43,200	-22%	-$1M	0.01%	1604
2023 Q4	$5.02M	Buy	195,700 +23,685	+14%	+$643K	0.01%	1342
2023 Q3	$4.48M	Buy	172,015 +69,815	+68%	+$1.86M	0.01%	1373
2023 Q2	$2.75M	Buy	+102,200	New	+$2.49M	﹤0.01%	1800
2022 Q1	–	Sell	-21,600	Closed	-$241K	–	4112
2021 Q4	$241K	Buy	+21,600	New	+$275K	﹤0.01%	3435

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Jim Simons's COCO Position: Q1 2026 in Review

Jim Simons sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 29,800 shares — an estimated $1.58M sold.

Jim Simons first reported a position in COCO in Q4 2021 and held it in 9 quarters. The position peaked at $5.02M in Q4 2023. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

Jim Simons reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 29,800 Vita Coco shares in Q1 2026, an estimated $1.58M.
Jim Simons first reported a position in Vita Coco in Q4 2021 and held it in 9 quarters.
Jim Simons's Vita Coco position peaked at $5.02M in Q4 2023.
268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.