Moody Aldrich Partners’s Vita Coco COCO Stock Holding History

Moody Aldrich Partners’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	$3.83M	Sell	57,865 -16,008	-22%	-$1.08M	0.69%	70
2026 Q1	$3.54M	Sell	73,873 -9,858	-12%	-$538K	0.64%	76
2025 Q4	$4.44M	Sell	83,731 -25,369	-23%	-$1.19M	0.83%	48
2025 Q3	$4.63M	Buy	109,100 +9,577	+10%	+$355K	0.88%	47
2025 Q2	$3.59M	Sell	99,523 -1,544	-2%	-$51.6K	0.7%	64
2025 Q1	$3.1M	Sell	101,067 -1,510	-1%	-$53.9K	0.65%	63
2024 Q4	$3.79M	Sell	102,577 -94,270	-48%	-$3.14M	0.7%	70
2024 Q3	$5.57M	Sell	196,847 -3,833	-2%	-$102K	1.01%	36
2024 Q2	$5.59M	Buy	+200,680	New	+$5.32M	1.09%	29

Other funds holding COCO

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Moody Aldrich Partners's COCO Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Vita Coco (COCO) stake by 22% in Q2 2026, selling an estimated $1.08M and leaving 57,865 shares worth $3.83M. The position accounts for 0.69% of the portfolio, ranked #70.

Moody Aldrich Partners first reported a position in COCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.59M in Q2 2024. 76 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Moody Aldrich Partners held 57,865 shares of Vita Coco worth $3.83M as of Q2 2026.
Moody Aldrich Partners sold 16,008 Vita Coco shares in Q2 2026, an estimated $1.08M.
Vita Coco made up 0.69% of Moody Aldrich Partners's portfolio in Q2 2026, its #70 holding.
Moody Aldrich Partners first reported a position in Vita Coco in Q2 2024 and has held it in 9 quarters since.
Moody Aldrich Partners's Vita Coco position peaked at $5.59M in Q2 2024.
76 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.