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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
Q2 		$331 Hold
5
– – ﹤0.01% 1106
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Stone House Investment Management's COCO Position: Q2 2026 in Review

Stone House Investment Management held its Vita Coco (COCO) position steady in Q2 2026 at 5 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Stone House Investment Management first reported a position in COCO in Q4 2025 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Stone House Investment Management held 5 shares of Vita Coco worth $331 as of Q2 2026.
  • Stone House Investment Management left its Vita Coco share count unchanged in Q2 2026.
  • Vita Coco made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1106 holding.
  • Stone House Investment Management first reported a position in Vita Coco in Q4 2025 and has held it in 3 quarters since.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.