LC
COCO icon

Lindbrook Capital’s Vita Coco COCO Stock Holding History

Lindbrook Capital’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
2025
Q1 		$736 Buy
24
+21
+700% +$749 ﹤0.01% 2532
2024
Q4 		$111 Buy
+3
New +$100 ﹤0.01% 2737
2022
Q4 		– Sell
-113
Closed -$1K – 2860
2022
Q3 		$1K Buy
+113
New +$1.47K ﹤0.01% 2273

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's COCO Position: Q1 2025 in Review

Lindbrook Capital increased its Vita Coco (COCO) stake by 700% in Q1 2025, buying an estimated $749 and bringing the position to 24 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Lindbrook Capital first reported a position in COCO in Q3 2022 and has held it in 3 quarters since. The position peaked at $1K in Q3 2022. 207 funds tracked by Wall St. Rank hold COCO as of Q1 2025.

  • Lindbrook Capital held 24 shares of Vita Coco worth $736 as of Q1 2025.
  • Lindbrook Capital bought 21 Vita Coco shares in Q1 2025, an estimated $749.
  • Vita Coco made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2532 holding.
  • Lindbrook Capital first reported a position in Vita Coco in Q3 2022 and has held it in 3 quarters since.
  • Lindbrook Capital's Vita Coco position peaked at $1K in Q3 2022.
  • 207 funds tracked by Wall St. Rank held Vita Coco as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.