Root Financial Partners
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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
Q3 		$2.86K Buy
+50
New +$3.17K ﹤0.01% 2468
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

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Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JW Asset Management
JW Asset Management Miami Beach, Florida $240M AUM 83.9% 1-Year Est. Return

Root Financial Partners's COCO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vita Coco (COCO) in Q3 2026: 50 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #2468 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in COCO as recently as Q1 2026.

Root Financial Partners first reported a position in COCO in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Root Financial Partners held 50 shares of Vita Coco worth $2.86K as of Q3 2026.
  • Vita Coco was a new Root Financial Partners position in Q3 2026.
  • Vita Coco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2468 holding.
  • Root Financial Partners first reported a position in Vita Coco in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.