NewEdge Advisors’s Vita Coco COCO Stock Holding History

NewEdge Advisors’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
2025 Q2	–	Sell	-55,991	Closed	-$1.72M	–	4016
2025 Q1	$1.72M	Sell	55,991 -5,051	-8%	-$180K	0.01%	921
2024 Q4	$2.25M	Buy	+61,042	New	+$2.03M	0.01%	786
2023 Q3	–	Sell	-78	Closed	-$2.1K	–	3498
2023 Q2	$2.1K	Buy	+78	New	+$1.9K	﹤0.01%	3080

Other funds holding COCO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

NewEdge Advisors's COCO Position: Q2 2025 in Review

NewEdge Advisors sold out of Vita Coco (COCO) in Q2 2025, closing a stake of 55,991 shares — an estimated $1.72M sold.

NewEdge Advisors first reported a position in COCO in Q2 2023 and held it in 3 quarters. The position peaked at $2.25M in Q4 2024. 218 funds tracked by Wall St. Rank hold COCO as of Q2 2025.

NewEdge Advisors reported no remaining Vita Coco position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 55,991 Vita Coco shares in Q2 2025, an estimated $1.72M.
NewEdge Advisors first reported a position in Vita Coco in Q2 2023 and held it in 3 quarters.
NewEdge Advisors's Vita Coco position peaked at $2.25M in Q4 2024.
218 funds tracked by Wall St. Rank held Vita Coco as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.