West Coast Financial’s Vita Coco COCO Stock Holding History

West Coast Financial’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
2025 Q2	–	Sell	-89,059	Closed	-$2.73M	–	26
2025 Q1	$2.73M	Sell	89,059 -2,782	-3%	-$99.2K	0.31%	58
2024 Q4	$3.39M	Buy	91,841 +1,109	+1%	+$36.9K	0.37%	52
2024 Q3	$2.57M	Buy	+90,732	New	+$2.41M	0.28%	60

Other funds holding COCO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

West Coast Financial's COCO Position: Q2 2025 in Review

West Coast Financial sold out of Vita Coco (COCO) in Q2 2025, closing a stake of 89,059 shares — an estimated $2.73M sold.

West Coast Financial first reported a position in COCO in Q3 2024 and held it in 3 quarters. The position peaked at $3.39M in Q4 2024. 218 funds tracked by Wall St. Rank hold COCO as of Q2 2025.

West Coast Financial reported no remaining Vita Coco position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 89,059 Vita Coco shares in Q2 2025, an estimated $2.73M.
West Coast Financial first reported a position in Vita Coco in Q3 2024 and held it in 3 quarters.
West Coast Financial's Vita Coco position peaked at $3.39M in Q4 2024.
218 funds tracked by Wall St. Rank held Vita Coco as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.