SAM
COCO icon

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
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 $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

Stansberry Asset Management's COCO Position: Q1 2026 in Review

Stansberry Asset Management reduced its Vita Coco (COCO) stake by 0.55% in Q1 2026, selling an estimated $121K and leaving 397,202 shares worth $19M. The position accounts for 1.96% of the portfolio, ranked #11.

Stansberry Asset Management first reported a position in COCO in Q2 2022 and has held it in 16 quarters since. The position peaked at $21.2M in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Stansberry Asset Management held 397,202 shares of Vita Coco worth $19M as of Q1 2026.
  • Stansberry Asset Management sold 2,209 Vita Coco shares in Q1 2026, an estimated $121K.
  • Vita Coco made up 1.96% of Stansberry Asset Management's portfolio in Q1 2026, its #11 holding.
  • Stansberry Asset Management first reported a position in Vita Coco in Q2 2022 and has held it in 16 quarters since.
  • Stansberry Asset Management's Vita Coco position peaked at $21.2M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.