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MAI Capital Management’s Vita Coco COCO Stock Holding History

MAI Capital Management’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 		$272K Buy
4,117
+37
+0.9% +$2.5K ﹤0.01% 1647
2026
Q1 		$195K Sell
4,080
-6
-0.1% -$327 ﹤0.01% 1473
2025
Q4 		$217K Buy
4,086
+7
+0.2% +$328 ﹤0.01% 1282
2025
Q3 		$173K Buy
4,079
+3,165
+346% +$117K ﹤0.01% 1326
2025
Q2 		$33K Buy
+914
New +$30.5K ﹤0.01% 2092

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

MAI Capital Management's COCO Position: Q2 2026 in Review

MAI Capital Management increased its Vita Coco (COCO) stake by 0.91% in Q2 2026, buying an estimated $2.5K and bringing the position to 4,117 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

MAI Capital Management first reported a position in COCO in Q2 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • MAI Capital Management held 4,117 shares of Vita Coco worth $272K as of Q2 2026.
  • MAI Capital Management bought 37 Vita Coco shares in Q2 2026, an estimated $2.5K.
  • Vita Coco made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1647 holding.
  • MAI Capital Management first reported a position in Vita Coco in Q2 2025 and has held it in 5 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.