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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NIA Impact Advisors's COCO Position: Q1 2026 in Review

NIA Impact Advisors increased its Vita Coco (COCO) stake by 2.1% in Q1 2026, buying an estimated $104K and bringing the position to 90,855 shares worth $4.35M. The position accounts for 1.94% of the portfolio, ranked #19.

NIA Impact Advisors first reported a position in COCO in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.72M in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

NIA Impact Advisors held 90,855 shares of Vita Coco worth $4.35M as of Q1 2026.
NIA Impact Advisors bought 1,908 Vita Coco shares in Q1 2026, an estimated $104K.
Vita Coco made up 1.94% of NIA Impact Advisors's portfolio in Q1 2026, its #19 holding.
NIA Impact Advisors first reported a position in Vita Coco in Q2 2023 and has held it in 10 quarters since.
NIA Impact Advisors's Vita Coco position peaked at $4.72M in Q4 2025.
268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.