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COCO icon

Simplicity Wealth’s Vita Coco COCO Stock Holding History

Simplicity Wealth’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 		$506K Sell
7,645
-770
-9% -$52K 0.02% 631
2026
Q1 		$403K Buy
8,415
+47
+0.6% +$2.56K 0.02% 512
2025
Q4 		$444K Sell
8,368
-215
-3% -$10.1K 0.03% 464
2025
Q3 		$365K Sell
8,583
-9,003
-51% -$334K 0.02% 516
2025
Q2 		$635K Buy
17,586
+7,171
+69% +$240K 0.03% 409
2025
Q1 		$319K Buy
+10,415
New +$371K 0.02% 415
2024
Q4 		– Sell
-8,431
Closed -$239K – 371
2024
Q3 		$239K Sell
8,431
-13,863
-62% -$368K 0.02% 432
2024
Q2 		$621K Buy
22,294
+7,252
+48% +$192K 0.01% 671
2024
Q1 		$367K Buy
+15,042
New +$349K 0.01% 848

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

Simplicity Wealth's COCO Position: Q2 2026 in Review

Simplicity Wealth reduced its Vita Coco (COCO) stake by 9.2% in Q2 2026, selling an estimated $52K and leaving 7,645 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #631.

Simplicity Wealth first reported a position in COCO in Q1 2024 and has held it in 9 quarters since. The position peaked at $635K in Q2 2025. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Simplicity Wealth held 7,645 shares of Vita Coco worth $506K as of Q2 2026.
  • Simplicity Wealth sold 770 Vita Coco shares in Q2 2026, an estimated $52K.
  • Vita Coco made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #631 holding.
  • Simplicity Wealth first reported a position in Vita Coco in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Vita Coco position peaked at $635K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.