Nisa Investment Advisors
COCO icon

Nisa Investment Advisors’s Vita Coco COCO Stock Holding History

Nisa Investment 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 		$86.5K Buy
1,308
+686
+110% +$46.3K ﹤0.01% 1620
2026
Q1 		$29.8K Buy
622
+17
+3% +$928 ﹤0.01% 1873
2025
Q4 		$32.1K Hold
605
– – ﹤0.01% 1765
2025
Q3 		$25.7K Hold
605
– – ﹤0.01% 1882
2025
Q2 		$21.8K Buy
605
+388
+179% +$13K ﹤0.01% 1895
2025
Q1 		$6.65K Hold
217
– – ﹤0.01% 2189
2024
Q4 		$8.01K Sell
217
-7
-3% -$233 ﹤0.01% 2181
2024
Q3 		$6.34K Buy
224
+114
+104% +$3.03K ﹤0.01% 2176
2024
Q2 		$3.06K Buy
110
+45
+69% +$1.19K ﹤0.01% 2327
2024
Q1 		$1.59K Buy
65
+25
+63% +$581 ﹤0.01% 2279
2023
Q4 		$1.03K Hold
40
– – ﹤0.01% 2260
2023
Q3 		$1.04K Hold
40
– – ﹤0.01% 2394
2023
Q2 		$1.07K Hold
40
– – ﹤0.01% 2426
2023
Q1 		$1K Hold
40
– – ﹤0.01% 2363
2022
Q4 		$1K Buy
+40
New +$468 ﹤0.01% 2408

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

Nisa Investment Advisors's COCO Position: Q2 2026 in Review

Nisa Investment Advisors increased its Vita Coco (COCO) stake by 110% in Q2 2026, buying an estimated $46.3K and bringing the position to 1,308 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Nisa Investment Advisors first reported a position in COCO in Q4 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Nisa Investment Advisors held 1,308 shares of Vita Coco worth $86.5K as of Q2 2026.
  • Nisa Investment Advisors bought 686 Vita Coco shares in Q2 2026, an estimated $46.3K.
  • Vita Coco made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1620 holding.
  • Nisa Investment Advisors first reported a position in Vita Coco in Q4 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.