ZIM
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Zacks Investment Management’s Vita Coco COCO Stock Holding History

Zacks Investment 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
Q1 		– Sell
-6,290
Closed -$333K – 731
2025
Q4 		$333K Buy
+6,290
New +$295K ﹤0.01% 567

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

Zacks Investment Management's COCO Position: Q1 2026 in Review

Zacks Investment Management sold out of Vita Coco (COCO) in Q1 2026, closing a stake of 6,290 shares — an estimated $333K sold.

Zacks Investment Management first reported a position in COCO in Q4 2025 and held it in 1 quarter. The position peaked at $333K in Q4 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Zacks Investment Management reported no remaining Vita Coco position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 6,290 Vita Coco shares in Q1 2026, an estimated $333K.
  • Zacks Investment Management first reported a position in Vita Coco in Q4 2025 and held it in 1 quarter.
  • Zacks Investment Management's Vita Coco position peaked at $333K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.