Loomis, Sayles & Company
COCO icon

Loomis, Sayles & Company’s Vita Coco COCO Stock Holding History

Loomis, Sayles & Company’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 		$51.4M Sell
1,072,649
-89,521
-8% -$4.89M 0.07% 91
2025
Q4 		$61.6M Sell
1,162,170
-54,307
-4% -$2.55M 0.07% 86
2025
Q3 		$51.7M Sell
1,216,477
-31,312
-3% -$1.16M 0.06% 110
2025
Q2 		$45M Sell
1,247,789
-144,785
-10% -$4.84M 0.06% 113
2025
Q1 		$42.7M Sell
1,392,574
-29,425
-2% -$1.05M 0.06% 121
2024
Q4 		$52.5M Buy
1,421,999
+193,420
+16% +$6.44M 0.07% 120
2024
Q3 		$34.8M Sell
1,228,579
-27,926
-2% -$742K 0.05% 174
2024
Q2 		$35M Buy
1,256,505
+370,302
+42% +$9.82M 0.05% 167
2024
Q1 		$21.6M Sell
886,203
-319,539
-27% -$7.42M 0.03% 251
2023
Q4 		$30.9M Buy
1,205,742
+163,086
+16% +$4.43M 0.05% 192
2023
Q3 		$27.2M Buy
1,042,656
+304,659
+41% +$8.13M 0.05% 203
2023
Q2 		$19.8M Buy
+737,997
New +$18M 0.03% 250

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

Loomis, Sayles & Company's COCO Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its Vita Coco (COCO) stake by 7.7% in Q1 2026, selling an estimated $4.89M and leaving 1,072,649 shares worth $51.4M. The position accounts for 0.07% of the portfolio, ranked #91.

Loomis, Sayles & Company first reported a position in COCO in Q2 2023 and has held it in 12 quarters since. The position peaked at $61.6M in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Loomis, Sayles & Company held 1,072,649 shares of Vita Coco worth $51.4M as of Q1 2026.
  • Loomis, Sayles & Company sold 89,521 Vita Coco shares in Q1 2026, an estimated $4.89M.
  • Vita Coco made up 0.07% of Loomis, Sayles & Company's portfolio in Q1 2026, its #91 holding.
  • Loomis, Sayles & Company first reported a position in Vita Coco in Q2 2023 and has held it in 12 quarters since.
  • Loomis, Sayles & Company's Vita Coco position peaked at $61.6M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.