LPL Financial
COCO icon

LPL Financial’s Vita Coco COCO Stock Holding History

LPL Financial’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 		$815K Buy
17,010
+922
+6% +$50.3K ﹤0.01% 4356
2025
Q4 		$853K Buy
16,088
+9,454
+143% +$443K ﹤0.01% 4231
2025
Q3 		$282K Sell
6,634
-338
-5% -$12.5K ﹤0.01% 5096
2025
Q2 		$252K Sell
6,972
-3,625
-34% -$121K ﹤0.01% 4908
2025
Q1 		$325K Buy
10,597
+4,242
+67% +$151K ﹤0.01% 4518
2024
Q4 		$235K Sell
6,355
-15,134
-70% -$504K ﹤0.01% 4716
2024
Q3 		$608K Sell
21,489
-5,377
-20% -$143K ﹤0.01% 3832
2024
Q2 		$748K Sell
26,866
-110
-0.4% -$2.92K ﹤0.01% 3517
2024
Q1 		$659K Buy
26,976
+14,892
+123% +$346K ﹤0.01% 3547
2023
Q4 		$310K Buy
+12,084
New +$328K ﹤0.01% 4065
2023
Q3 		– Sell
-16,257
Closed -$437K – 4712
2023
Q2 		$437K Sell
16,257
-943
-5% -$23K ﹤0.01% 3548
2023
Q1 		$337K Buy
17,200
+7,000
+69% +$110K ﹤0.01% 3649
2022
Q4 		$141K Hold
10,200
– – ﹤0.01% 4078
2022
Q3 		$116K Sell
10,200
-10,000
-50% -$130K ﹤0.01% 4079
2022
Q2 		$198K Buy
+20,200
New +$214K ﹤0.01% 3951

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

LPL Financial's COCO Position: Q1 2026 in Review

LPL Financial increased its Vita Coco (COCO) stake by 5.7% in Q1 2026, buying an estimated $50.3K and bringing the position to 17,010 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #4356.

LPL Financial first reported a position in COCO in Q2 2022 and has held it in 15 quarters since. The position peaked at $853K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • LPL Financial held 17,010 shares of Vita Coco worth $815K as of Q1 2026.
  • LPL Financial bought 922 Vita Coco shares in Q1 2026, an estimated $50.3K.
  • Vita Coco made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4356 holding.
  • LPL Financial first reported a position in Vita Coco in Q2 2022 and has held it in 15 quarters since.
  • LPL Financial's Vita Coco position peaked at $853K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.