Jones Financial Companies
COCO icon

Jones Financial Companies’s Vita Coco COCO Stock Holding History

Jones Financial Companies’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 		$549K Buy
7,444
+4,332
+139% +$292K ﹤0.01% 2174
2026
Q1 		$146K Buy
3,112
+2,949
+1,809% +$161K ﹤0.01% 2514
2025
Q4 		$8.64K Sell
163
-142
-47% -$6.66K ﹤0.01% 3278
2025
Q3 		$12.2K Hold
305
– – ﹤0.01% 3009
2025
Q2 		$10.7K Buy
305
+114
+60% +$3.81K ﹤0.01% 2850
2025
Q1 		$5.7K Buy
+191
New +$6.81K ﹤0.01% 2915

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 $3.37T AUM 44.26% 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

Jones Financial Companies's COCO Position: Q2 2026 in Review

Jones Financial Companies increased its Vita Coco (COCO) stake by 139% in Q2 2026, buying an estimated $292K and bringing the position to 7,444 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Jones Financial Companies first reported a position in COCO in Q1 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Jones Financial Companies held 7,444 shares of Vita Coco worth $549K as of Q2 2026.
  • Jones Financial Companies bought 4,332 Vita Coco shares in Q2 2026, an estimated $292K.
  • Vita Coco made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2174 holding.
  • Jones Financial Companies first reported a position in Vita Coco in Q1 2025 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.