Stifel Financial
COCO icon

Stifel Financial’s Vita Coco COCO Stock Holding History

Stifel Financial’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 		$603K Buy
12,590
+36
+0.3% +$1.97K ﹤0.01% 2752
2025
Q4 		$665K Sell
12,554
-2,173
-15% -$102K ﹤0.01% 2699
2025
Q3 		$625K Buy
14,727
+1,569
+12% +$58.2K ﹤0.01% 2678
2025
Q2 		$475K Sell
13,158
-783
-6% -$26.2K ﹤0.01% 2805
2025
Q1 		$427K Sell
13,941
-9,841
-41% -$351K ﹤0.01% 2790
2024
Q4 		$878K Buy
23,782
+6,562
+38% +$219K ﹤0.01% 2337
2024
Q3 		$487K Buy
17,220
+5,041
+41% +$134K ﹤0.01% 2696
2024
Q2 		$339K Buy
+12,179
New +$323K ﹤0.01% 2848

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

Stifel Financial's COCO Position: Q1 2026 in Review

Stifel Financial increased its Vita Coco (COCO) stake by 0.29% in Q1 2026, buying an estimated $1.97K and bringing the position to 12,590 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

Stifel Financial first reported a position in COCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $878K in Q4 2024. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Stifel Financial held 12,590 shares of Vita Coco worth $603K as of Q1 2026.
  • Stifel Financial bought 36 Vita Coco shares in Q1 2026, an estimated $1.97K.
  • Vita Coco made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2752 holding.
  • Stifel Financial first reported a position in Vita Coco in Q2 2024 and has held it in 8 quarters since.
  • Stifel Financial's Vita Coco position peaked at $878K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.