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 Q1	–	Sell	-11,549	Closed	-$612K	–	1706
2025 Q4	$612K	Buy	+11,549	New	+$542K	0.01%	995

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

Oppenheimer & Co's COCO Position: Q1 2026 in Review

Oppenheimer & Co sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 11,549 shares — an estimated $612K sold.

Oppenheimer & Co first reported a position in COCO in Q4 2025 and held it in 1 quarter. The position peaked at $612K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

Oppenheimer & Co reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
Oppenheimer & Co sold 11,549 Vita Coco shares in Q1 2026, an estimated $612K.
Oppenheimer & Co first reported a position in Vita Coco in Q4 2025 and held it in 1 quarter.
Oppenheimer & Co's Vita Coco position peaked at $612K in Q4 2025.
268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.