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Vermillion & White Wealth Management Group’s Vita Coco COCO Stock Holding History

Vermillion & White Wealth Management 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
Q1 		– Sell
-109
Closed -$5.78K – 158
2025
Q4 		$5.78K Hold
109
– – ﹤0.01% 387
2025
Q3 		$4.63K Hold
109
– – ﹤0.01% 429
2025
Q2 		$3.94K Sell
109
-2
-2% -$67 ﹤0.01% 427
2025
Q1 		$3.4K Buy
+111
New +$3.96K ﹤0.01% 407

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vermillion & White Wealth Management Group's COCO Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 109 shares — an estimated $5.78K sold.

Vermillion & White Wealth Management Group first reported a position in COCO in Q1 2025 and held it in 4 quarters. The position peaked at $5.78K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 109 Vita Coco shares in Q1 2026, an estimated $5.78K.
  • Vermillion & White Wealth Management Group first reported a position in Vita Coco in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Vita Coco position peaked at $5.78K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.