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MassMutual Private Wealth & Trust’s Vita Coco COCO Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.04K Buy
61
+28
+85% +$1.89K ﹤0.01% 1765
2026
Q1 		$1.58K Hold
33
– – ﹤0.01% 2031
2025
Q4 		$1.75K Hold
33
– – ﹤0.01% 2030
2025
Q3 		$1.4K Hold
33
– – ﹤0.01% 2079
2025
Q2 		$1.19K Buy
+33
New +$1.1K ﹤0.01% 2076

Other funds holding COCO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's COCO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Vita Coco (COCO) stake by 85% in Q2 2026, buying an estimated $1.89K and bringing the position to 61 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

MassMutual Private Wealth & Trust first reported a position in COCO in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 61 shares of Vita Coco worth $4.04K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 28 Vita Coco shares in Q2 2026, an estimated $1.89K.
  • Vita Coco made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1765 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vita Coco in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.