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Oppenheimer & Co’s Vita Coco COCO Stock Holding History

Oppenheimer & Co’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 		$994K Buy
+15,026
New +$1.01M 0.01% 932
2026
Q1 		– Sell
-11,549
Closed -$612K – 1706
2025
Q4 		$612K Buy
+11,549
New +$542K 0.01% 995

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

Oppenheimer & Co's COCO Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in Vita Coco (COCO) in Q2 2026: 15,026 shares worth $994K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in COCO as recently as Q4 2025.

Oppenheimer & Co first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Oppenheimer & Co held 15,026 shares of Vita Coco worth $994K as of Q2 2026.
  • Vita Coco was a new Oppenheimer & Co position in Q2 2026.
  • Vita Coco made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #932 holding.
  • Oppenheimer & Co first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.