Principal Financial Group
COCO icon

Principal Financial Group’s Vita Coco COCO Stock Holding History

Principal Financial Group’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 		$22.9M Sell
346,306
-60,413
-15% -$4.08M 0.01% 901
2026
Q1 		$19.5M Buy
406,719
+241,836
+147% +$13.2M 0.01% 946
2025
Q4 		$8.74M Buy
164,883
+118,021
+252% +$5.54M ﹤0.01% 1378
2025
Q3 		$1.99M Buy
46,862
+12,214
+35% +$453K ﹤0.01% 1813
2025
Q2 		$1.25M Sell
34,648
-9,161
-21% -$306K ﹤0.01% 1854
2025
Q1 		$1.34M Buy
43,809
+521
+1% +$18.6K ﹤0.01% 1815
2024
Q4 		$1.6M Buy
43,288
+5,940
+16% +$198K ﹤0.01% 1820
2024
Q3 		$1.06M Buy
37,348
+116
+0.3% +$3.08K ﹤0.01% 1850
2024
Q2 		$1.04M Buy
37,232
+6,228
+20% +$165K ﹤0.01% 1856
2024
Q1 		$757K Buy
31,004
+7,330
+31% +$170K ﹤0.01% 1909
2023
Q4 		$607K Sell
23,674
-9,976
-30% -$271K ﹤0.01% 1920
2023
Q3 		$876K Sell
33,650
-2,901
-8% -$77.4K ﹤0.01% 1857
2023
Q2 		$982K Buy
36,551
+4,905
+15% +$119K ﹤0.01% 1850
2023
Q1 		$621K Buy
+31,646
New +$496K ﹤0.01% 1927

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

Principal Financial Group's COCO Position: Q2 2026 in Review

Principal Financial Group reduced its Vita Coco (COCO) stake by 15% in Q2 2026, selling an estimated $4.08M and leaving 346,306 shares worth $22.9M. The position accounts for 0.01% of the portfolio, ranked #901.

Principal Financial Group first reported a position in COCO in Q1 2023 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Principal Financial Group held 346,306 shares of Vita Coco worth $22.9M as of Q2 2026.
  • Principal Financial Group sold 60,413 Vita Coco shares in Q2 2026, an estimated $4.08M.
  • Vita Coco made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #901 holding.
  • Principal Financial Group first reported a position in Vita Coco in Q1 2023 and has held it in 14 quarters since.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.