Wells Fargo
COCO icon

Wells Fargo’s Vita Coco COCO Stock Holding History

Wells Fargo’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 		$3.36M Sell
70,029
-36,648
-34% -$2M ﹤0.01% 2897
2025
Q4 		$5.65M Buy
106,677
+42,087
+65% +$1.97M ﹤0.01% 2557
2025
Q3 		$2.74M Sell
64,590
-100,225
-61% -$3.72M ﹤0.01% 3095
2025
Q2 		$5.95M Buy
164,815
+13,356
+9% +$446K ﹤0.01% 2335
2025
Q1 		$4.64M Buy
151,459
+112,091
+285% +$4M ﹤0.01% 2466
2024
Q4 		$1.45M Buy
39,368
+2,297
+6% +$76.5K ﹤0.01% 3435
2024
Q3 		$1.05M Sell
37,071
-26,298
-41% -$699K ﹤0.01% 3518
2024
Q2 		$1.76M Sell
63,369
-8,433
-12% -$224K ﹤0.01% 3077
2024
Q1 		$1.75M Sell
71,802
-18,814
-21% -$437K ﹤0.01% 3075
2023
Q4 		$2.32M Buy
90,616
+20,477
+29% +$556K ﹤0.01% 2795
2023
Q3 		$1.83M Buy
70,139
+13,564
+24% +$362K ﹤0.01% 2870
2023
Q2 		$1.52M Buy
56,575
+47,333
+512% +$1.15M ﹤0.01% 3132
2023
Q1 		$181K Buy
9,242
+6,753
+271% +$106K ﹤0.01% 4491
2022
Q4 		$34.4K Sell
2,489
-2,063
-45% -$24.1K ﹤0.01% 5027
2022
Q3 		$52K Sell
4,552
-1,992
-30% -$26K ﹤0.01% 4935
2022
Q2 		$65K Sell
6,544
-1,762
-21% -$18.7K ﹤0.01% 4890
2022
Q1 		$74K Sell
8,306
-41,368
-83% -$433K ﹤0.01% 5462
2021
Q4 		$555K Buy
+49,674
New +$632K ﹤0.01% 4581

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wells Fargo's COCO Position: Q1 2026 in Review

Wells Fargo reduced its Vita Coco (COCO) stake by 34% in Q1 2026, selling an estimated $2M and leaving 70,029 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

Wells Fargo first reported a position in COCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.95M in Q2 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Wells Fargo held 70,029 shares of Vita Coco worth $3.36M as of Q1 2026.
  • Wells Fargo sold 36,648 Vita Coco shares in Q1 2026, an estimated $2M.
  • Vita Coco made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2897 holding.
  • Wells Fargo first reported a position in Vita Coco in Q4 2021 and has held it in 18 quarters since.
  • Wells Fargo's Vita Coco position peaked at $5.95M in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.