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 Q3	$143M	Buy	2,490,208 +234,848	+10%	+$14.9M	1.06%	35
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	$9.7M	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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Wasatch Advisors's COCO Position: Q3 2026 in Review

Wasatch Advisors increased its Vita Coco (COCO) stake by 10% in Q3 2026, buying an estimated $14.9M and bringing the position to 2,490,208 shares worth $143M. The position accounts for 1.06% of the portfolio, ranked #35.

Wasatch Advisors first reported a position in COCO in Q3 2023 and has held it in 13 quarters since. The position peaked at $176M in Q1 2026. 77 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

Wasatch Advisors held 2,490,208 shares of Vita Coco worth $143M as of Q3 2026.
Wasatch Advisors bought 234,848 Vita Coco shares in Q3 2026, an estimated $14.9M.
Vita Coco made up 1.06% of Wasatch Advisors's portfolio in Q3 2026, its #35 holding.
Wasatch Advisors first reported a position in Vita Coco in Q3 2023 and has held it in 13 quarters since.
Wasatch Advisors's Vita Coco position peaked at $176M in Q1 2026.
77 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.