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
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 $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

Luther King Capital Management (LKCM)'s COCO Position: Q1 2026 in Review

Luther King Capital Management (LKCM) increased its Vita Coco (COCO) stake by 0.12% in Q1 2026, buying an estimated $9.28K and bringing the position to 137,157 shares worth $6.57M. The position accounts for 0.03% of the portfolio, ranked #220.

Luther King Capital Management (LKCM) first reported a position in COCO in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.26M in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Luther King Capital Management (LKCM) held 137,157 shares of Vita Coco worth $6.57M as of Q1 2026.
  • Luther King Capital Management (LKCM) bought 170 Vita Coco shares in Q1 2026, an estimated $9.28K.
  • Vita Coco made up 0.03% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #220 holding.
  • Luther King Capital Management (LKCM) first reported a position in Vita Coco in Q3 2025 and has held it in 3 quarters since.
  • Luther King Capital Management (LKCM)'s Vita Coco position peaked at $7.26M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.