Oak Ridge Investments’s Vita Coco COCO Stock Holding History

Oak Ridge Investments’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	$4.64M	Sell	70,109 -26,340	-27%	-$1.78M	0.26%	63
2026 Q1	$4.62M	Buy	96,449 +962	+1%	+$52.5K	0.31%	52
2025 Q4	$5.06M	Sell	95,487 -2,053	-2%	-$96.3K	0.31%	53
2025 Q3	$4.14M	Sell	97,540 -1,574	-2%	-$58.4K	0.27%	55
2025 Q2	$3.58M	Sell	99,114 -4,026	-4%	-$134K	0.26%	59
2025 Q1	$3.16M	Sell	103,140 -583	-0.6%	-$20.8K	0.26%	60
2024 Q4	$3.83M	Sell	103,723 -2,659	-2%	-$88.6K	0.3%	61
2024 Q3	$3.01M	Sell	106,382 -3,338	-3%	-$88.7K	0.26%	73
2024 Q2	$3.06M	Buy	109,720 +37,770	+52%	+$1M	0.29%	76
2024 Q1	$1.76M	Sell	71,950 -2,966	-4%	-$68.9K	0.18%	101
2023 Q4	$1.92M	Buy	+74,916	New	+$2.03M	0.22%	97

Other funds holding COCO

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Oak Ridge Investments's COCO Position: Q2 2026 in Review

Oak Ridge Investments reduced its Vita Coco (COCO) stake by 27% in Q2 2026, selling an estimated $1.78M and leaving 70,109 shares worth $4.64M. The position accounts for 0.26% of the portfolio, ranked #63.

Oak Ridge Investments first reported a position in COCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.06M in Q4 2025. 36 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Oak Ridge Investments held 70,109 shares of Vita Coco worth $4.64M as of Q2 2026.
Oak Ridge Investments sold 26,340 Vita Coco shares in Q2 2026, an estimated $1.78M.
Vita Coco made up 0.26% of Oak Ridge Investments's portfolio in Q2 2026, its #63 holding.
Oak Ridge Investments first reported a position in Vita Coco in Q4 2023 and has held it in 11 quarters since.
Oak Ridge Investments's Vita Coco position peaked at $5.06M in Q4 2025.
36 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.