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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wellington Management Group's COCO Position: Q1 2026 in Review

Wellington Management Group reduced its Vita Coco (COCO) stake by 4% in Q1 2026, selling an estimated $5.36M and leaving 2,334,219 shares worth $112M. The position accounts for 0.02% of the portfolio, ranked #518.

Wellington Management Group first reported a position in COCO in Q3 2024 and has held it in 7 quarters since. The position peaked at $129M in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Wellington Management Group held 2,334,219 shares of Vita Coco worth $112M as of Q1 2026.
  • Wellington Management Group sold 98,143 Vita Coco shares in Q1 2026, an estimated $5.36M.
  • Vita Coco made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #518 holding.
  • Wellington Management Group first reported a position in Vita Coco in Q3 2024 and has held it in 7 quarters since.
  • Wellington Management Group's Vita Coco position peaked at $129M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.