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Vident Advisory’s Vita Coco COCO Stock Holding History

Vident Advisory’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 		$841K Sell
12,709
-811
-6% -$54.7K 0.01% 1069
2026
Q1 		$648K Buy
13,520
+8,164
+152% +$446K 0.01% 1113
2025
Q4 		$284K Buy
+5,356
New +$251K ﹤0.01% 1396

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

Vident Advisory's COCO Position: Q2 2026 in Review

Vident Advisory reduced its Vita Coco (COCO) stake by 6% in Q2 2026, selling an estimated $54.7K and leaving 12,709 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #1069.

Vident Advisory 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.

  • Vident Advisory held 12,709 shares of Vita Coco worth $841K as of Q2 2026.
  • Vident Advisory sold 811 Vita Coco shares in Q2 2026, an estimated $54.7K.
  • Vita Coco made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #1069 holding.
  • Vident Advisory 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 Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.