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COCO icon

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
2026
Q2 		$5.29K Buy
+80
New +$5.4K ﹤0.01% 3708
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

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

NewEdge Advisors's COCO Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Vita Coco (COCO) in Q2 2026: 80 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #3708 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in COCO as recently as Q1 2025.

NewEdge Advisors first reported a position in COCO in Q2 2023 and has held it in 4 quarters since. The position peaked at $2.25M in Q4 2024. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • NewEdge Advisors held 80 shares of Vita Coco worth $5.29K as of Q2 2026.
  • Vita Coco was a new NewEdge Advisors position in Q2 2026.
  • Vita Coco made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3708 holding.
  • NewEdge Advisors first reported a position in Vita Coco in Q2 2023 and has held it in 4 quarters since.
  • NewEdge Advisors's Vita Coco position peaked at $2.25M in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.