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 Q1	–	Sell	-6,309	Closed	-$334K	–	2739
2025 Q4	$334K	Buy	+6,309	New	+$296K	﹤0.01%	2081

Other funds holding COCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Private Advisor Group's COCO Position: Q1 2026 in Review

Private Advisor Group sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 6,309 shares — an estimated $334K sold.

Private Advisor Group first reported a position in COCO in Q4 2025 and held it in 1 quarter. The position peaked at $334K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

Private Advisor Group reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
Private Advisor Group sold 6,309 Vita Coco shares in Q1 2026, an estimated $334K.
Private Advisor Group first reported a position in Vita Coco in Q4 2025 and held it in 1 quarter.
Private Advisor Group's Vita Coco position peaked at $334K in Q4 2025.
268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.