Wellington Management Group
COCO icon

Wellington Management Group’s Vita Coco COCO Stock Holding History

Wellington 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
Q2 		$122M Sell
1,844,963
-489,256
-21% -$33M 0.02% 503
2026
Q1 		$112M Sell
2,334,219
-98,143
-4% -$5.36M 0.02% 518
2025
Q4 		$129M Buy
2,432,362
+439,958
+22% +$20.6M 0.02% 491
2025
Q3 		$84.6M Buy
1,992,404
+1,392,678
+232% +$51.6M 0.01% 593
2025
Q2 		$21.7M Buy
599,726
+88,264
+17% +$2.95M ﹤0.01% 938
2025
Q1 		$15.7M Buy
511,462
+258,521
+102% +$9.22M ﹤0.01% 1051
2024
Q4 		$9.34M Buy
252,941
+160,353
+173% +$5.34M ﹤0.01% 1212
2024
Q3 		$2.62M Buy
+92,588
New +$2.46M ﹤0.01% 1484

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group's COCO Position: Q2 2026 in Review

Wellington Management Group reduced its Vita Coco (COCO) stake by 21% in Q2 2026, selling an estimated $33M and leaving 1,844,963 shares worth $122M. The position accounts for 0.02% of the portfolio, ranked #503.

Wellington Management Group first reported a position in COCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $129M in Q4 2025. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Wellington Management Group held 1,844,963 shares of Vita Coco worth $122M as of Q2 2026.
  • Wellington Management Group sold 489,256 Vita Coco shares in Q2 2026, an estimated $33M.
  • Vita Coco made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #503 holding.
  • Wellington Management Group first reported a position in Vita Coco in Q3 2024 and has held it in 8 quarters since.
  • Wellington Management Group's Vita Coco position peaked at $129M in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.