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Stone House Investment Management’s Vita Coco COCO Stock Holding History

Stone House Investment 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 		$240 Hold
5
– – ﹤0.01% 928
2025
Q4 		$265 Buy
+5
New +$235 ﹤0.01% 770

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

Stone House Investment Management's COCO Position: Q1 2026 in Review

Stone House Investment Management held its Vita Coco (COCO) position steady in Q1 2026 at 5 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Stone House Investment Management first reported a position in COCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $265 in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Stone House Investment Management held 5 shares of Vita Coco worth $240 as of Q1 2026.
  • Stone House Investment Management left its Vita Coco share count unchanged in Q1 2026.
  • Vita Coco made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #928 holding.
  • Stone House Investment Management first reported a position in Vita Coco in Q4 2025 and has held it in 2 quarters since.
  • Stone House Investment Management's Vita Coco position peaked at $265 in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.