Osaic Holdings’s Vita Coco COCO Stock Holding History

Osaic Holdings’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
2023 Q4	–	Sell	-1	Closed	-$200	–	7328
2023 Q3	$200	Buy	+1	New	+$27	﹤0.01%	7154

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

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

Osaic Holdings's COCO Position: Q2 2026 in Review

Osaic Holdings increased its Vita Coco (COCO) stake by 2,486% in Q2 2026, buying an estimated $5.79M and bringing the position to 89,230 shares worth $5.9M. The position accounts for 0.01% of the portfolio, ranked #1406.

Osaic Holdings first reported a position in COCO in Q3 2022 and has held it in 16 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Osaic Holdings held 89,230 shares of Vita Coco worth $5.9M as of Q2 2026.
Osaic Holdings bought 85,779 Vita Coco shares in Q2 2026, an estimated $5.79M.
Vita Coco made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1406 holding.
Osaic Holdings first reported a position in Vita Coco in Q3 2022 and has held it in 16 quarters since.
341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.