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Orion Portfolio Solutions’s Vita Coco COCO Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$216K Sell
7,063
-1,107
-14% -$39.5K ﹤0.01% 1771
2024
Q4 		$302K Sell
8,170
-2,546
-24% -$84.8K ﹤0.01% 1556
2024
Q3 		$303K Sell
10,716
-905
-8% -$24K ﹤0.01% 1519
2024
Q2 		$324K Buy
+11,621
New +$308K ﹤0.01% 1435

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's COCO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Vita Coco (COCO) stake by 14% in Q1 2025, selling an estimated $39.5K and leaving 7,063 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Orion Portfolio Solutions first reported a position in COCO in Q2 2024 and has held it in 4 quarters since. The position peaked at $324K in Q2 2024. 207 funds tracked by Wall St. Rank hold COCO as of Q1 2025.

  • Orion Portfolio Solutions held 7,063 shares of Vita Coco worth $216K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,107 Vita Coco shares in Q1 2025, an estimated $39.5K.
  • Vita Coco made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1771 holding.
  • Orion Portfolio Solutions first reported a position in Vita Coco in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Vita Coco position peaked at $324K in Q2 2024.
  • 207 funds tracked by Wall St. Rank held Vita Coco as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.