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Root Financial Partners’s Vita Coco COCO Stock Holding History

Root Financial Partners’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 		– Sell
-13
Closed -$623 – 978
2026
Q1 		$623 Buy
13
+11
+550% +$600 ﹤0.01% 2792
2025
Q4 		$106 Buy
+2
New +$94 ﹤0.01% 2331

Other funds holding COCO

BlackRock
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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

Root Financial Partners's COCO Position: Q2 2026 in Review

Root Financial Partners sold out of Vita Coco (COCO) in Q2 2026, closing a stake of 13 shares — an estimated $623 sold.

Root Financial Partners first reported a position in COCO in Q4 2025 and held it in 2 quarters. The position peaked at $623 in Q1 2026. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Root Financial Partners reported no remaining Vita Coco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 Vita Coco shares in Q2 2026, an estimated $623.
  • Root Financial Partners first reported a position in Vita Coco in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Vita Coco position peaked at $623 in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.