Luther King Capital Management (LKCM)
COCO icon

Luther King Capital Management (LKCM)’s Vita Coco COCO Stock Holding History

Luther King Capital Management (LKCM)’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 		$9.07M Hold
137,157
– – 0.04% 197
2026
Q1 		$6.57M Buy
137,157
+170
+0.1% +$9.28K 0.03% 220
2025
Q4 		$7.26M Buy
136,987
+35,937
+36% +$1.69M 0.03% 206
2025
Q3 		$4.29M Buy
+101,050
New +$3.75M 0.02% 270

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

Luther King Capital Management (LKCM)'s COCO Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Vita Coco (COCO) position steady in Q2 2026 at 137,157 shares worth $9.07M. The position accounts for 0.04% of the portfolio, ranked #197.

Luther King Capital Management (LKCM) first reported a position in COCO in Q3 2025 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Luther King Capital Management (LKCM) held 137,157 shares of Vita Coco worth $9.07M as of Q2 2026.
  • Luther King Capital Management (LKCM) left its Vita Coco share count unchanged in Q2 2026.
  • Vita Coco made up 0.04% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #197 holding.
  • Luther King Capital Management (LKCM) first reported a position in Vita Coco in Q3 2025 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.