Raymond James Financial
COCO icon

Raymond James Financial’s Vita Coco COCO Stock Holding History

Raymond James Financial’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 		$9.81M Sell
204,849
-8,429
-4% -$460K ﹤0.01% 2039
2025
Q4 		$11.3M Sell
213,278
-97,956
-31% -$4.59M ﹤0.01% 1855
2025
Q3 		$13.2M Buy
311,234
+871
+0.3% +$32.3K ﹤0.01% 1708
2025
Q2 		$11.2M Buy
310,363
+85,056
+38% +$2.84M ﹤0.01% 1777
2025
Q1 		$6.91M Buy
225,307
+8,960
+4% +$320K ﹤0.01% 2089
2024
Q4 		$7.99M Buy
+216,347
New +$7.21M ﹤0.01% 2012

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Raymond James Financial's COCO Position: Q1 2026 in Review

Raymond James Financial reduced its Vita Coco (COCO) stake by 4% in Q1 2026, selling an estimated $460K and leaving 204,849 shares worth $9.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Raymond James Financial first reported a position in COCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q3 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Raymond James Financial held 204,849 shares of Vita Coco worth $9.81M as of Q1 2026.
  • Raymond James Financial sold 8,429 Vita Coco shares in Q1 2026, an estimated $460K.
  • Vita Coco made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2039 holding.
  • Raymond James Financial first reported a position in Vita Coco in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Vita Coco position peaked at $13.2M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.