UBS AM
COCO icon

UBS AM’s Vita Coco COCO Stock Holding History

UBS AM’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 		$5.49M Buy
82,986
+5,727
+7% +$386K ﹤0.01% 1558
2026
Q1 		$3.7M Buy
77,259
+918
+1% +$50.1K ﹤0.01% 1720
2025
Q4 		$4.05M Buy
76,341
+539
+0.7% +$25.3K ﹤0.01% 1572
2025
Q3 		$3.22M Sell
75,802
-70,354
-48% -$2.61M ﹤0.01% 1563
2025
Q2 		$5.28M Buy
146,156
+36,720
+34% +$1.23M ﹤0.01% 1683
2025
Q1 		$3.35M Sell
109,436
-56,119
-34% -$2M ﹤0.01% 1764
2024
Q4 		$6.11M Buy
165,555
+2,587
+2% +$86.2K ﹤0.01% 1504
2024
Q3 		$4.61M Sell
162,968
-598
-0.4% -$15.9K ﹤0.01% 1618
2024
Q2 		$4.56M Buy
163,566
+139,831
+589% +$3.71M ﹤0.01% 1542
2024
Q1 		$580K Hold
23,735
– – ﹤0.01% 2239
2023
Q4 		$609K Buy
23,735
+3,200
+16% +$86.9K ﹤0.01% 2252
2023
Q3 		$535K Buy
+20,535
New +$548K ﹤0.01% 2266

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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return

UBS AM's COCO Position: Q2 2026 in Review

UBS AM increased its Vita Coco (COCO) stake by 7.4% in Q2 2026, buying an estimated $386K and bringing the position to 82,986 shares worth $5.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

UBS AM first reported a position in COCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.11M in Q4 2024. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • UBS AM held 82,986 shares of Vita Coco worth $5.49M as of Q2 2026.
  • UBS AM bought 5,727 Vita Coco shares in Q2 2026, an estimated $386K.
  • Vita Coco made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1558 holding.
  • UBS AM first reported a position in Vita Coco in Q3 2023 and has held it in 12 quarters since.
  • UBS AM's Vita Coco position peaked at $6.11M in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.