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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
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
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Root Financial Partners's COCO Position: Q1 2026 in Review

Root Financial Partners increased its Vita Coco (COCO) stake by 550% in Q1 2026, buying an estimated $600 and bringing the position to 13 shares worth $623. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Root Financial Partners first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Root Financial Partners held 13 shares of Vita Coco worth $623 as of Q1 2026.
  • Root Financial Partners bought 11 Vita Coco shares in Q1 2026, an estimated $600.
  • Vita Coco made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2792 holding.
  • Root Financial Partners first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.