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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
2025
Q4 		$584 Buy
+11
New +$516 ﹤0.01% 2433

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SageView Advisory Group's COCO Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Vita Coco (COCO) in Q4 2025: 11 shares worth $584. The stake represents ﹤0.01% of the portfolio and ranks #2433 among its holdings.

260 funds tracked by Wall St. Rank hold COCO as of Q4 2025.

  • SageView Advisory Group held 11 shares of Vita Coco worth $584 as of Q4 2025.
  • Vita Coco was a new SageView Advisory Group position in Q4 2025.
  • Vita Coco made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2433 holding.
  • 260 funds tracked by Wall St. Rank held Vita Coco as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.