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NIA Impact Advisors’s Vita Coco COCO Stock Holding History

NIA Impact 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 		$5.32M Sell
80,398
-10,457
-12% -$706K 2.2% 18
2026
Q1 		$4.35M Buy
90,855
+1,908
+2% +$104K 1.94% 19
2025
Q4 		$4.72M Sell
88,947
-4,612
-5% -$216K 1.58% 22
2025
Q3 		$3.97M Buy
93,559
+1,448
+2% +$53.7K 1.29% 30
2025
Q2 		$3.33M Buy
92,111
+26,449
+40% +$883K 1.15% 35
2025
Q1 		$2.01M Buy
65,662
+2,990
+5% +$107K 0.75% 51
2024
Q4 		$2.31M Sell
62,672
-363
-0.6% -$12.1K 0.75% 47
2024
Q3 		$1.78M Buy
63,035
+181
+0.3% +$4.81K 0.59% 57
2024
Q2 		$1.75M Sell
62,854
-2,854
-4% -$75.7K 0.63% 53
2024
Q1 		$1.61M Buy
+65,708
New +$1.53M 0.64% 54
2023
Q2 		$2M Buy
+73,354
New +$1.79M 1.14% 33

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

NIA Impact Advisors's COCO Position: Q2 2026 in Review

NIA Impact Advisors reduced its Vita Coco (COCO) stake by 12% in Q2 2026, selling an estimated $706K and leaving 80,398 shares worth $5.32M. The position accounts for 2.2% of the portfolio, ranked #18.

NIA Impact Advisors first reported a position in COCO in Q2 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • NIA Impact Advisors held 80,398 shares of Vita Coco worth $5.32M as of Q2 2026.
  • NIA Impact Advisors sold 10,457 Vita Coco shares in Q2 2026, an estimated $706K.
  • Vita Coco made up 2.2% of NIA Impact Advisors's portfolio in Q2 2026, its #18 holding.
  • NIA Impact Advisors first reported a position in Vita Coco in Q2 2023 and has held it in 11 quarters since.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.