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Savant Capital’s Vita Coco COCO Stock Holding History

Savant Capital’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 		$467K Buy
+8,197
New +$553K ﹤0.01% 1264
2026
Q1 		– Sell
-4,033
Closed -$214K – 1515
2025
Q4 		$214K Buy
+4,033
New +$189K ﹤0.01% 1253

Other funds holding COCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Savant Capital's COCO Position: Q2 2026 in Review

Savant Capital opened a new position in Vita Coco (COCO) in Q2 2026: 8,197 shares worth $467K. The stake represents ﹤0.01% of the portfolio and ranks #1264 among its holdings. This is a return to the name: Savant Capital previously reported a position in COCO as recently as Q4 2025.

Savant Capital first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Savant Capital held 8,197 shares of Vita Coco worth $467K as of Q2 2026.
  • Vita Coco was a new Savant Capital position in Q2 2026.
  • Vita Coco made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1264 holding.
  • Savant Capital first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.