Schroder Investment Management Group’s Vita Coco COCO Stock Holding History

Schroder Investment Management 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 Q2	$607K	Sell	8,372 -3,492	-29%	-$236K	﹤0.01%	1074
2026 Q1	$552K	Sell	11,864 -383	-3%	-$20.9K	﹤0.01%	1083
2025 Q4	$654K	Buy	12,247 +3,199	+35%	+$150K	﹤0.01%	1031
2025 Q3	$387K	Sell	9,048 -2,993	-25%	-$111K	﹤0.01%	1110
2025 Q2	$435K	Buy	12,041 +376	+3%	+$12.6K	﹤0.01%	1068
2025 Q1	$348K	Sell	11,665 -20,329	-64%	-$725K	﹤0.01%	1109
2024 Q4	$1.16M	Buy	+31,994	New	+$1.07M	﹤0.01%	1001

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Schroder Investment Management Group's COCO Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Vita Coco (COCO) stake by 29% in Q2 2026, selling an estimated $236K and leaving 8,372 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Schroder Investment Management Group first reported a position in COCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2024. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Schroder Investment Management Group held 8,372 shares of Vita Coco worth $607K as of Q2 2026.
Schroder Investment Management Group sold 3,492 Vita Coco shares in Q2 2026, an estimated $236K.
Vita Coco made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1074 holding.
Schroder Investment Management Group first reported a position in Vita Coco in Q4 2024 and has held it in 7 quarters since.
Schroder Investment Management Group's Vita Coco position peaked at $1.16M in Q4 2024.
341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.