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BOLTON SECURITIES CORPORATION’s Vita Coco COCO Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		– Sell
-35,405
Closed -$2.34M – 2267
2026
Q2 		$2.34M Buy
+35,405
New +$2.39M 0.09% 246

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's COCO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of Vita Coco (COCO) in Q3 2026, closing a stake of 35,405 shares — an estimated $2.34M sold.

BOLTON SECURITIES CORPORATION first reported a position in COCO in Q2 2026 and held it in 1 quarter. The position peaked at $2.34M in Q2 2026. 218 funds tracked by Wall St. Rank hold COCO as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining Vita Coco position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 35,405 Vita Coco shares in Q3 2026, an estimated $2.34M.
  • BOLTON SECURITIES CORPORATION first reported a position in Vita Coco in Q2 2026 and held it in 1 quarter.
  • BOLTON SECURITIES CORPORATION's Vita Coco position peaked at $2.34M in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Vita Coco as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.