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LVW Advisors’s Vita Coco COCO Stock Holding History

LVW Advisors’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
Q3 		– Sell
-8,611
Closed -$311K – 354
2025
Q2 		$311K Buy
8,611
+1,116
+15% +$37.3K 0.03% 260
2025
Q1 		$230K Hold
7,495
– – 0.03% 280
2024
Q4 		$277K Buy
7,495
+125
+2% +$4.16K 0.03% 264
2024
Q3 		$209K Buy
+7,370
New +$196K 0.03% 295
2024
Q1 		– Sell
-10,936
Closed -$281K – 289
2023
Q4 		$281K Hold
10,936
– – 0.05% 214
2023
Q3 		$285K Buy
10,936
+783
+8% +$20.9K 0.06% 176
2023
Q2 		$273K Buy
+10,153
New +$247K 0.05% 175

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

LVW Advisors's COCO Position: Q3 2025 in Review

LVW Advisors sold out of Vita Coco (COCO) in Q3 2025, closing a stake of 8,611 shares — an estimated $311K sold.

LVW Advisors first reported a position in COCO in Q2 2023 and held it in 7 quarters. The position peaked at $311K in Q2 2025. 229 funds tracked by Wall St. Rank hold COCO as of Q3 2025.

  • LVW Advisors reported no remaining Vita Coco position as of Q3 2025 after selling out during the quarter.
  • LVW Advisors sold 8,611 Vita Coco shares in Q3 2025, an estimated $311K.
  • LVW Advisors first reported a position in Vita Coco in Q2 2023 and held it in 7 quarters.
  • LVW Advisors's Vita Coco position peaked at $311K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Vita Coco as of Q3 2025.

Based on LVW Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.