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Mather Group’s Vita Coco COCO Stock Holding History

Mather Group’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 		$39.3K Hold
594
– – ﹤0.01% 1164
2026
Q1 		$28.5K Buy
+594
New +$32.4K ﹤0.01% 1197
2025
Q4 		– Sell
-1,260
Closed -$53.5K – 841
2025
Q3 		$53.5K Buy
+1,260
New +$46.7K ﹤0.01% 893
2025
Q2 		– Sell
-120
Closed -$3.68K – 829
2025
Q1 		$3.68K Buy
+120
New +$4.28K ﹤0.01% 1459
2024
Q3 		– Sell
-70
Closed -$1.71K – 1809
2024
Q2 		$1.71K Hold
70
– – ﹤0.01% 1929
2024
Q1 		$1.8K Buy
+70
New +$1.63K ﹤0.01% 1555

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

Mather Group's COCO Position: Q2 2026 in Review

Mather Group held its Vita Coco (COCO) position steady in Q2 2026 at 594 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Mather Group first reported a position in COCO in Q1 2024 and has held it in 6 quarters since. The position peaked at $53.5K in Q3 2025. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Mather Group held 594 shares of Vita Coco worth $39.3K as of Q2 2026.
  • Mather Group left its Vita Coco share count unchanged in Q2 2026.
  • Vita Coco made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1164 holding.
  • Mather Group first reported a position in Vita Coco in Q1 2024 and has held it in 6 quarters since.
  • Mather Group's Vita Coco position peaked at $53.5K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.