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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Principal Securities's COCO Position: Q4 2025 in Review

Principal Securities sold out of Vita Coco (COCO) in Q4 2025, closing a stake of 348 shares — an estimated $14.8K sold.

Principal Securities first reported a position in COCO in Q2 2024 and held it in 6 quarters. The position peaked at $14.8K in Q3 2025. 260 funds tracked by Wall St. Rank hold COCO as of Q4 2025.

  • Principal Securities reported no remaining Vita Coco position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 348 Vita Coco shares in Q4 2025, an estimated $14.8K.
  • Principal Securities first reported a position in Vita Coco in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Vita Coco position peaked at $14.8K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Vita Coco as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.