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Whittier Trust’s Vita Coco COCO Stock Holding History

Whittier Trust’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 		$5.2K Hold
105
– – ﹤0.01% 1200
2025
Q4 		$5.46K Sell
105
-20
-16% -$938 ﹤0.01% 1216
2025
Q3 		$5.32K Buy
+125
New +$4.63K ﹤0.01% 1220

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

Whittier Trust's COCO Position: Q1 2026 in Review

Whittier Trust held its Vita Coco (COCO) position steady in Q1 2026 at 105 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Whittier Trust first reported a position in COCO in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.46K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Whittier Trust held 105 shares of Vita Coco worth $5.2K as of Q1 2026.
  • Whittier Trust left its Vita Coco share count unchanged in Q1 2026.
  • Vita Coco made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1200 holding.
  • Whittier Trust first reported a position in Vita Coco in Q3 2025 and has held it in 3 quarters since.
  • Whittier Trust's Vita Coco position peaked at $5.46K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.