Wasatch Advisors’s Vita Coco COCO Stock Holding History

Wasatch Advisors’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	$149M	Sell	2,255,360 -1,420,129	-39%	-$95.8M	0.98%	39
2026 Q1	$176M	Buy	3,675,489 +1,637,437	+80%	+$89.4M	1.17%	32
2025 Q4	$108M	Sell	2,038,052 -691,341	-25%	-$32.4M	0.64%	55
2025 Q3	$116M	Buy	2,729,393 +86,541	+3%	+$3.21M	0.62%	53
2025 Q2	$95.4M	Sell	2,642,852 -43,584	-2%	-$1.46M	0.5%	63
2025 Q1	$82.3M	Sell	2,686,436 -142,432	-5%	-$5.08M	0.46%	63
2024 Q4	$104M	Buy	2,828,868 +427,871	+18%	+$14.3M	0.52%	62
2024 Q3	$68M	Buy	2,400,997 +1,799,168	+299%	+$47.8M	0.33%	80
2024 Q2	$16.8M	Buy	601,829 +203,772	+51%	+$5.4M	0.09%	136
2024 Q1	$9.72M	Buy	398,057 +117,346	+42%	+$2.73M	0.05%	165
2023 Q4	$7.2M	Buy	280,711 +22,030	+9%	+$598K	0.04%	174
2023 Q3	$6.74M	Buy	+258,681	New	+$6.91M	0.04%	174

Other funds holding COCO

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Wasatch Advisors's COCO Position: Q2 2026 in Review

Wasatch Advisors reduced its Vita Coco (COCO) stake by 39% in Q2 2026, selling an estimated $95.8M and leaving 2,255,360 shares worth $149M. The position accounts for 0.98% of the portfolio, ranked #39.

Wasatch Advisors first reported a position in COCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $176M in Q1 2026. 64 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Wasatch Advisors held 2,255,360 shares of Vita Coco worth $149M as of Q2 2026.
Wasatch Advisors sold 1,420,129 Vita Coco shares in Q2 2026, an estimated $95.8M.
Vita Coco made up 0.98% of Wasatch Advisors's portfolio in Q2 2026, its #39 holding.
Wasatch Advisors first reported a position in Vita Coco in Q3 2023 and has held it in 12 quarters since.
Wasatch Advisors's Vita Coco position peaked at $176M in Q1 2026.
64 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.