Rockefeller Capital Management
COCO icon

Rockefeller Capital Management’s Vita Coco COCO Stock Holding History

Rockefeller Capital Management’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 		$55.2K Buy
835
+10
+1% +$675 ﹤0.01% 3318
2026
Q1 		$39.5K Sell
825
-494
-37% -$27K ﹤0.01% 3398
2025
Q4 		$69.9K Buy
1,319
+958
+265% +$44.9K ﹤0.01% 2907
2025
Q3 		$15.3K Buy
+361
New +$13.4K ﹤0.01% 3471

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

Rockefeller Capital Management's COCO Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vita Coco (COCO) stake by 1.2% in Q2 2026, buying an estimated $675 and bringing the position to 835 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

Rockefeller Capital Management first reported a position in COCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.9K in Q4 2025. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Rockefeller Capital Management held 835 shares of Vita Coco worth $55.2K as of Q2 2026.
  • Rockefeller Capital Management bought 10 Vita Coco shares in Q2 2026, an estimated $675.
  • Vita Coco made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3318 holding.
  • Rockefeller Capital Management first reported a position in Vita Coco in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Vita Coco position peaked at $69.9K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.