Oppenheimer & Co
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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
Q3 		$660K Sell
11,523
-3,503
-23% -$222K 0.01% 1096
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Oppenheimer & Co's COCO Position: Q3 2026 in Review

Oppenheimer & Co reduced its Vita Coco (COCO) stake by 23% in Q3 2026, selling an estimated $222K and leaving 11,523 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #1096.

Oppenheimer & Co first reported a position in COCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $994K in Q2 2026. 95 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Oppenheimer & Co held 11,523 shares of Vita Coco worth $660K as of Q3 2026.
  • Oppenheimer & Co sold 3,503 Vita Coco shares in Q3 2026, an estimated $222K.
  • Vita Coco made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1096 holding.
  • Oppenheimer & Co first reported a position in Vita Coco in Q4 2025 and has held it in 3 quarters since.
  • Oppenheimer & Co's Vita Coco position peaked at $994K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.