Savant Capital
COCO icon

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
Q3 		$211K Sell
3,688
-4,509
-55% -$286K ﹤0.01% 2174
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Savant Capital's COCO Position: Q3 2026 in Review

Savant Capital reduced its Vita Coco (COCO) stake by 55% in Q3 2026, selling an estimated $286K and leaving 3,688 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Savant Capital first reported a position in COCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $467K in Q2 2026. 155 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • Savant Capital held 3,688 shares of Vita Coco worth $211K as of Q3 2026.
  • Savant Capital sold 4,509 Vita Coco shares in Q3 2026, an estimated $286K.
  • Vita Coco made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #2174 holding.
  • Savant Capital first reported a position in Vita Coco in Q4 2025 and has held it in 3 quarters since.
  • Savant Capital's Vita Coco position peaked at $467K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.