Simplex Trading
COCO icon

Simplex Trading’s Vita Coco COCO Stock Holding History

Simplex Trading’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 		$201K Sell
4,200
-19,600
-82% -$1.07M ﹤0.01% 4288
2025
Q4 		$1.26M Buy
23,800
+22,500
+1,731% +$1.06M ﹤0.01% 2403
2025
Q3 		$55K Buy
1,300
+600
+86% +$22.2K ﹤0.01% 6349
2025
Q2 		$25K Sell
700
-600
-46% -$20K ﹤0.01% 6562
2025
Q1 		$39K Buy
1,300
+300
+30% +$10.7K ﹤0.01% 6022
2024
Q4 		$36K Sell
1,000
-9,900
-91% -$330K ﹤0.01% 6191
2024
Q3 		$308K Buy
10,900
+400
+4% +$10.6K ﹤0.01% 4097
2024
Q2 		$292K Sell
10,500
-5,600
-35% -$149K ﹤0.01% 4261
2024
Q1 		$393K Buy
16,100
+5,300
+49% +$123K ﹤0.01% 4086
2023
Q4 		$277K Sell
10,800
-300
-3% -$8.14K ﹤0.01% 4312
2023
Q3 		$289K Buy
11,100
+10,500
+1,750% +$280K ﹤0.01% 3976
2023
Q2 		$16K Sell
600
-16,000
-96% -$390K ﹤0.01% 6964
2023
Q1 		$325K Buy
16,600
+14,600
+730% +$229K ﹤0.01% 3744
2022
Q4 		$27K Sell
2,000
-4,500
-69% -$52.7K ﹤0.01% 6574
2022
Q3 		$74K Sell
6,500
-11,000
-63% -$143K ﹤0.01% 5911
2022
Q2 		$171K Buy
17,500
+10,900
+165% +$115K ﹤0.01% 4800
2022
Q1 		$59K Sell
6,600
-4,200
-39% -$43.9K ﹤0.01% 6902
2021
Q4 		$120K Buy
+10,800
New +$137K ﹤0.01% 5965

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Simplex Trading's COCO Position: Q1 2026 in Review

Simplex Trading increased its Vita Coco (COCO) stake by 357% in Q1 2026, buying an estimated $1.01M and bringing the position to 23,654 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Simplex Trading first reported a position in COCO in Q1 2022 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Simplex Trading held 23,654 shares of Vita Coco worth $1.13M as of Q1 2026.
  • Simplex Trading bought 18,480 Vita Coco shares in Q1 2026, an estimated $1.01M.
  • Vita Coco made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #2374 holding.
  • Simplex Trading first reported a position in Vita Coco in Q1 2022 and has held it in 13 quarters since.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.