Principal Securities
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Principal Securities’s Vita Coco COCO Stock Holding History

Principal Securities’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 		$257K Buy
+4,489
New +$285K ﹤0.01% 1402
2025
Q4 		– Sell
-348
Closed -$14.8K – 1751
2025
Q3 		$14.8K Buy
348
+326
+1,482% +$12.1K ﹤0.01% 2548
2025
Q2 		$794 Hold
22
– – ﹤0.01% 3389
2025
Q1 		$812 Hold
22
– – ﹤0.01% 3260
2024
Q4 		$812 Sell
22
-10
-31% -$333 ﹤0.01% 3253
2024
Q3 		$906 Sell
32
-7
-18% -$186 ﹤0.01% 3158
2024
Q2 		$1.09K Buy
+39
New +$1.03K ﹤0.01% 3052

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Securities's COCO Position: Q3 2026 in Review

Principal Securities opened a new position in Vita Coco (COCO) in Q3 2026: 4,489 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings. This is a return to the name: Principal Securities previously reported a position in COCO as recently as Q3 2025.

Principal Securities first reported a position in COCO in Q2 2024 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Principal Securities held 4,489 shares of Vita Coco worth $257K as of Q3 2026.
  • Vita Coco was a new Principal Securities position in Q3 2026.
  • Vita Coco made up ﹤0.01% of Principal Securities's portfolio in Q3 2026, its #1402 holding.
  • Principal Securities first reported a position in Vita Coco in Q2 2024 and has held it in 7 quarters since.
  • 254 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.