Steward Partners Investment Advisory’s Vita Coco COCO Stock Holding History

Steward Partners Investment Advisory’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	$12.3K	Sell	186 -1	-0.5%	-$67	﹤0.01%	3636
2026 Q1	$8.96K	Buy	187 +35	+23%	+$1.91K	﹤0.01%	3603
2025 Q4	$8.06K	Hold	152	–	–	﹤0.01%	3531
2025 Q3	$6.46K	Hold	152	–	–	﹤0.01%	3571
2025 Q2	$5.49K	Buy	+152	New	+$5.08K	﹤0.01%	3450
2023 Q4	–	Sell	-985	Closed	-$25.6K	–	3499
2023 Q3	$25.6K	Sell	985 -315	-24%	-$8.41K	﹤0.01%	2193
2023 Q2	$34.9K	Buy	+1,300	New	+$31.7K	﹤0.01%	2035

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Steward Partners Investment Advisory's COCO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vita Coco (COCO) stake by 0.53% in Q2 2026, selling an estimated $67 and leaving 186 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

Steward Partners Investment Advisory first reported a position in COCO in Q2 2023 and has held it in 7 quarters since. The position peaked at $34.9K in Q2 2023. 339 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Steward Partners Investment Advisory held 186 shares of Vita Coco worth $12.3K as of Q2 2026.
Steward Partners Investment Advisory sold 1 Vita Coco share in Q2 2026, an estimated $67.
Vita Coco made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3636 holding.
Steward Partners Investment Advisory first reported a position in Vita Coco in Q2 2023 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Vita Coco position peaked at $34.9K in Q2 2023.
339 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.