Westfield Capital Management
COCO icon

Westfield Capital Management’s Vita Coco COCO Stock Holding History

Westfield Capital Management’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 		$75.3M Sell
1,137,802
-14,131
-1% -$954K 0.25% 113
2026
Q1 		$55.2M Buy
1,151,933
+78,323
+7% +$4.27M 0.23% 132
2025
Q4 		$56.9M Buy
1,073,610
+10,849
+1% +$509K 0.24% 141
2025
Q3 		$45.1M Buy
+1,062,761
New +$39.4M 0.19% 156

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Westfield Capital Management's COCO Position: Q2 2026 in Review

Westfield Capital Management reduced its Vita Coco (COCO) stake by 1.2% in Q2 2026, selling an estimated $954K and leaving 1,137,802 shares worth $75.3M. The position accounts for 0.25% of the portfolio, ranked #113.

Westfield Capital Management first reported a position in COCO in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

  • Westfield Capital Management held 1,137,802 shares of Vita Coco worth $75.3M as of Q2 2026.
  • Westfield Capital Management sold 14,131 Vita Coco shares in Q2 2026, an estimated $954K.
  • Vita Coco made up 0.25% of Westfield Capital Management's portfolio in Q2 2026, its #113 holding.
  • Westfield Capital Management first reported a position in Vita Coco in Q3 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.