Morgan Stanley
COCO icon

Morgan Stanley’s Vita Coco COCO Stock Holding History

Morgan Stanley’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
Q1 		$21.4M Sell
445,903
-139,536
-24% -$7.61M ﹤0.01% 2890
2025
Q4 		$31M Buy
585,439
+23,264
+4% +$1.09M ﹤0.01% 2536
2025
Q3 		$23.9M Buy
562,175
+135,034
+32% +$5.01M ﹤0.01% 2722
2025
Q2 		$15.4M Buy
427,141
+147,295
+53% +$4.92M ﹤0.01% 3059
2025
Q1 		$8.58M Sell
279,846
-84,618
-23% -$3.02M ﹤0.01% 3481
2024
Q4 		$13.5M Buy
364,464
+177,301
+95% +$5.91M ﹤0.01% 3127
2024
Q3 		$5.3M Sell
187,163
-215,949
-54% -$5.74M ﹤0.01% 3916
2024
Q2 		$11.2M Sell
403,112
-195,322
-33% -$5.18M ﹤0.01% 3233
2024
Q1 		$14.6M Sell
598,434
-1,495,128
-71% -$34.7M ﹤0.01% 3012
2023
Q4 		$53.7M Buy
2,093,562
+1,418,128
+210% +$38.5M ﹤0.01% 2372
2023
Q3 		$17.6M Buy
675,434
+64,438
+11% +$1.72M ﹤0.01% 2602
2023
Q2 		$16.4M Buy
610,996
+455,447
+293% +$11.1M ﹤0.01% 2671
2023
Q1 		$3.05M Buy
155,549
+117,329
+307% +$1.84M ﹤0.01% 4174
2022
Q4 		$528K Sell
38,220
-127,600
-77% -$1.49M ﹤0.01% 5219
2022
Q3 		$1.89M Buy
165,820
+100,014
+152% +$1.3M ﹤0.01% 4474
2022
Q2 		$645K Buy
65,806
+63,886
+3,327% +$677K ﹤0.01% 5282
2022
Q1 		$18K Sell
1,920
-30,297
-94% -$317K ﹤0.01% 7189
2021
Q4 		$360K Buy
+32,217
New +$410K ﹤0.01% 5746

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley's COCO Position: Q1 2026 in Review

Morgan Stanley reduced its Vita Coco (COCO) stake by 24% in Q1 2026, selling an estimated $7.61M and leaving 445,903 shares worth $21.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

Morgan Stanley first reported a position in COCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $53.7M in Q4 2023. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Morgan Stanley held 445,903 shares of Vita Coco worth $21.4M as of Q1 2026.
  • Morgan Stanley sold 139,536 Vita Coco shares in Q1 2026, an estimated $7.61M.
  • Vita Coco made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2890 holding.
  • Morgan Stanley first reported a position in Vita Coco in Q4 2021 and has held it in 18 quarters since.
  • Morgan Stanley's Vita Coco position peaked at $53.7M in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.