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
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 $5.7T 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 $431B 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 $93.4B AUM 35.1% 1-Year Est. Return