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Rothschild Investment LLC’s Vita Coco COCO Stock Holding History

Rothschild Investment LLC’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 		$5.82K Sell
88
-1
-1% -$67 ﹤0.01% 2192
2026
Q1 		$4.26K Buy
89
+10
+13% +$546 ﹤0.01% 2141
2025
Q4 		$4.19K Buy
79
+14
+22% +$657 ﹤0.01% 1980
2025
Q3 		$2.76K Sell
65
-10
-13% -$371 ﹤0.01% 2021
2025
Q2 		$2.71K Buy
75
+10
+15% +$334 ﹤0.01% 1854
2025
Q1 		$1.99K Buy
65
+10
+18% +$357 ﹤0.01% 1901
2024
Q4 		$2.03K Buy
55
+10
+22% +$333 ﹤0.01% 1794
2024
Q3 		$1.27K Buy
45
+20
+80% +$531 ﹤0.01% 1987
2024
Q2 		$696 Buy
25
+20
+400% +$530 ﹤0.01% 1844
2024
Q1 		$122 Buy
+5
New +$116 ﹤0.01% 2085

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rothschild Investment LLC's COCO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Vita Coco (COCO) stake by 1.1% in Q2 2026, selling an estimated $67 and leaving 88 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Rothschild Investment LLC first reported a position in COCO in Q1 2024 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Rothschild Investment LLC held 88 shares of Vita Coco worth $5.82K as of Q2 2026.
  • Rothschild Investment LLC sold 1 Vita Coco share in Q2 2026, an estimated $67.
  • Vita Coco made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2192 holding.
  • Rothschild Investment LLC first reported a position in Vita Coco in Q1 2024 and has held it in 10 quarters since.
  • 131 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.