Stephens Consulting’s Vita Coco COCO Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-10	Closed	-$307	–	1363
2025 Q1	$307	Buy	+10	New	+$357	﹤0.01%	1474

Other funds holding COCO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

Stephens Consulting's COCO Position: Q2 2025 in Review

Stephens Consulting sold out of Vita Coco (COCO) in Q2 2025, closing a stake of 10 shares — an estimated $307 sold.

Stephens Consulting first reported a position in COCO in Q1 2025 and held it in 1 quarter. The position peaked at $307 in Q1 2025. 218 funds tracked by Wall St. Rank hold COCO as of Q2 2025.

Stephens Consulting reported no remaining Vita Coco position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Vita Coco shares in Q2 2025, an estimated $307.
Stephens Consulting first reported a position in Vita Coco in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Vita Coco position peaked at $307 in Q1 2025.
218 funds tracked by Wall St. Rank held Vita Coco as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.