SageView Advisory Group’s Vita Coco COCO Stock Holding History

SageView Advisory Group’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	–	Sell	-11	Closed	-$584	–	969
2025 Q4	$584	Buy	+11	New	+$516	﹤0.01%	2433

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SageView Advisory Group's COCO Position: Q1 2026 in Review

SageView Advisory Group sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 11 shares — an estimated $584 sold.

SageView Advisory Group first reported a position in COCO in Q4 2025 and held it in 1 quarter. The position peaked at $584 in Q4 2025. 269 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

SageView Advisory Group reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 11 Vita Coco shares in Q1 2026, an estimated $584.
SageView Advisory Group first reported a position in Vita Coco in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Vita Coco position peaked at $584 in Q4 2025.
269 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.