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Stansberry Asset Management’s Vita Coco COCO Stock Holding History

Stansberry Asset Management’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 		$21M Sell
317,619
-79,583
-20% -$5.37M 1.92% 13
2026
Q1 		$19M Sell
397,202
-2,209
-0.6% -$121K 1.96% 11
2025
Q4 		$21.2M Sell
399,411
-46,007
-10% -$2.16M 2.14% 12
2025
Q3 		$18.9M Buy
445,418
+2,761
+0.6% +$102K 1.98% 14
2025
Q2 		$16M Buy
442,657
+2,514
+0.6% +$84K 1.75% 16
2025
Q1 		$13.5M Buy
440,143
+15,759
+4% +$562K 1.62% 17
2024
Q4 		$15.7M Sell
424,384
-27,828
-6% -$927K 2.03% 11
2024
Q3 		$12.8M Buy
452,212
+9,526
+2% +$253K 1.6% 18
2024
Q2 		$12.3M Buy
442,686
+20,111
+5% +$533K 1.62% 17
2024
Q1 		$10.3M Buy
422,575
+274,202
+185% +$6.37M 1.39% 22
2023
Q4 		$3.81M Sell
148,373
-7,701
-5% -$209K 0.63% 52
2023
Q3 		$4.06M Buy
156,074
+26,245
+20% +$701K 0.71% 48
2023
Q2 		$3.49M Sell
129,829
-18,096
-12% -$441K 0.64% 49
2023
Q1 		$2.9M Buy
147,925
+52,810
+56% +$827K 0.56% 53
2022
Q4 		$1.31M Buy
95,115
+17,931
+23% +$210K 0.27% 63
2022
Q3 		$880K Buy
77,184
+16,828
+28% +$219K 0.19% 79
2022
Q2 		$591K Buy
+60,356
New +$639K 0.13% 87

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

Stansberry Asset Management's COCO Position: Q2 2026 in Review

Stansberry Asset Management reduced its Vita Coco (COCO) stake by 20% in Q2 2026, selling an estimated $5.37M and leaving 317,619 shares worth $21M. The position accounts for 1.92% of the portfolio, ranked #13.

Stansberry Asset Management first reported a position in COCO in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.2M in Q4 2025. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Stansberry Asset Management held 317,619 shares of Vita Coco worth $21M as of Q2 2026.
  • Stansberry Asset Management sold 79,583 Vita Coco shares in Q2 2026, an estimated $5.37M.
  • Vita Coco made up 1.92% of Stansberry Asset Management's portfolio in Q2 2026, its #13 holding.
  • Stansberry Asset Management first reported a position in Vita Coco in Q2 2022 and has held it in 17 quarters since.
  • Stansberry Asset Management's Vita Coco position peaked at $21.2M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.