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Private Advisor Group’s Vita Coco COCO Stock Holding History

Private Advisor 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 		$600K Buy
+9,069
New +$612K ﹤0.01% 1662
2026
Q1 		– Sell
-6,309
Closed -$334K – 2739
2025
Q4 		$334K Buy
+6,309
New +$296K ﹤0.01% 2081

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

Private Advisor Group's COCO Position: Q2 2026 in Review

Private Advisor Group opened a new position in Vita Coco (COCO) in Q2 2026: 9,069 shares worth $600K. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in COCO as recently as Q4 2025.

Private Advisor Group first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Private Advisor Group held 9,069 shares of Vita Coco worth $600K as of Q2 2026.
  • Vita Coco was a new Private Advisor Group position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1662 holding.
  • Private Advisor Group first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.