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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Schroder Investment Management Group's COCO Position: Q1 2026 in Review

Schroder Investment Management Group reduced its Vita Coco (COCO) stake by 3.1% in Q1 2026, selling an estimated $20.9K and leaving 11,864 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Schroder Investment Management Group first reported a position in COCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2024. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

Schroder Investment Management Group held 11,864 shares of Vita Coco worth $552K as of Q1 2026.
Schroder Investment Management Group sold 383 Vita Coco shares in Q1 2026, an estimated $20.9K.
Vita Coco made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #1083 holding.
Schroder Investment Management Group first reported a position in Vita Coco in Q4 2024 and has held it in 6 quarters since.
Schroder Investment Management Group's Vita Coco position peaked at $1.16M in Q4 2024.
268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.