UBS Group
COCO icon

UBS Group’s Vita Coco COCO Stock Holding History

UBS Group’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 		$19.7M Sell
297,948
-13,684
-4% -$923K ﹤0.01% 2699
2026
Q1 		$14.9M Buy
311,632
+38
+0% +$2.07K ﹤0.01% 2908
2025
Q4 		$16.5M Sell
311,594
-172,308
-36% -$8.08M ﹤0.01% 2766
2025
Q3 		$20.6M Buy
483,902
+267,145
+123% +$9.91M ﹤0.01% 2530
2025
Q2 		$7.82M Sell
216,757
-191,581
-47% -$6.4M ﹤0.01% 3371
2025
Q1 		$12.5M Sell
408,338
-246,480
-38% -$8.79M ﹤0.01% 2817
2024
Q4 		$24.2M Buy
654,818
+485,163
+286% +$16.2M ﹤0.01% 2133
2024
Q3 		$4.8M Sell
169,655
-15,168
-8% -$403K ﹤0.01% 3111
2024
Q2 		$5.15M Buy
184,823
+55,777
+43% +$1.48M ﹤0.01% 2850
2024
Q1 		$3.15M Buy
129,046
+9,175
+8% +$213K ﹤0.01% 3463
2023
Q4 		$3.07M Buy
119,871
+76,767
+178% +$2.08M ﹤0.01% 3331
2023
Q3 		$1.12M Sell
43,104
-35,396
-45% -$945K ﹤0.01% 3968
2023
Q2 		$2.11M Buy
78,500
+78,220
+27,936% +$1.9M ﹤0.01% 3468
2023
Q1 		$5.49K Sell
280
-7,814
-97% -$122K ﹤0.01% 8035
2022
Q4 		$112K Sell
8,094
-147,209
-95% -$1.72M ﹤0.01% 5991
2022
Q3 		$1.77M Buy
+155,303
New +$2.03M ﹤0.01% 3270
2022
Q2 		– Sell
-792
Closed -$7K – 10384
2022
Q1 		$7K Sell
792
-4,087
-84% -$42.7K ﹤0.01% 8811
2021
Q4 		$55K Buy
+4,879
New +$62.1K ﹤0.01% 6811

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 Group's COCO Position: Q2 2026 in Review

UBS Group reduced its Vita Coco (COCO) stake by 4.4% in Q2 2026, selling an estimated $923K and leaving 297,948 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

UBS Group first reported a position in COCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.2M in Q4 2024. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • UBS Group held 297,948 shares of Vita Coco worth $19.7M as of Q2 2026.
  • UBS Group sold 13,684 Vita Coco shares in Q2 2026, an estimated $923K.
  • Vita Coco made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2699 holding.
  • UBS Group first reported a position in Vita Coco in Q4 2021 and has held it in 18 quarters since.
  • UBS Group's Vita Coco position peaked at $24.2M in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

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