Marshall Wace
COCO icon

Marshall Wace’s Vita Coco COCO Stock Holding History

Marshall Wace’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 		$29.1M Sell
439,293
-814,647
-65% -$55M 0.02% 572
2026
Q1 		$60.1M Buy
1,253,940
+714,028
+132% +$39M 0.06% 301
2025
Q4 		$28.6M Sell
539,912
-14,400
-3% -$675K 0.03% 514
2025
Q3 		$23.5M Buy
554,312
+287,641
+108% +$10.7M 0.02% 583
2025
Q2 		$9.63M Buy
+266,671
New +$8.91M 0.01% 851
2024
Q3 		– Sell
-23,734
Closed -$661K – 2563
2024
Q2 		$661K Buy
+23,734
New +$629K ﹤0.01% 1858
2023
Q4 		– Sell
-12,600
Closed -$328K – 2227
2023
Q3 		$328K Buy
+12,600
New +$336K ﹤0.01% 1853

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

Marshall Wace's COCO Position: Q2 2026 in Review

Marshall Wace reduced its Vita Coco (COCO) stake by 65% in Q2 2026, selling an estimated $55M and leaving 439,293 shares worth $29.1M. The position accounts for 0.02% of the portfolio, ranked #572.

Marshall Wace first reported a position in COCO in Q3 2023 and has held it in 7 quarters since. The position peaked at $60.1M in Q1 2026. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Marshall Wace held 439,293 shares of Vita Coco worth $29.1M as of Q2 2026.
  • Marshall Wace sold 814,647 Vita Coco shares in Q2 2026, an estimated $55M.
  • Vita Coco made up 0.02% of Marshall Wace's portfolio in Q2 2026, its #572 holding.
  • Marshall Wace first reported a position in Vita Coco in Q3 2023 and has held it in 7 quarters since.
  • Marshall Wace's Vita Coco position peaked at $60.1M in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.