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Security record · archived quarter

COCO

The Vita Coco Company, Inc. · Consumer Defensive · Beverages - Non-Alcoholic

62.80 -1.2% mkt cap $3.60B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
0Δ holders
4.29MShares held
$131.55MReported value
+1New positions
−1Exits
Rising Conviction score 50/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 107 +15 35.24M $2.33B +22 −6
Q1 2026 94 -5 35.56M $1.70B +5 −11
Q4 2025 99 +1 34.84M $1.85B +2
Q3 2025 18 0 20.21M $858.31M +1 −1
Q2 2025 15 +1 14.83M $535.43M +2 −1
Q1 2025 11 0 4.29M $131.55M +1 −1
Q4 2024 11 +1 4.00M $147.61M +1
Q3 2024 9 -1 2.91M $82.41M +1 −2
Q2 2024 10 3.89M $108.28M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 D. E. Shaw & Co. 1.20M +5.8% $36.66M 0.0% ▲ Add 4 SEC ↗
2 D. E. Shaw & Co. 1.20M +5.8% $36.66M 0.0% ▲ Add 4 SEC ↗
3 Geode Capital Management (passive) 989.68K +5.9% $30.34M 0.0% ▲ Add 4 SEC ↗
4 Geode Capital Management (passive) 989.68K +5.9% $30.34M 0.0% ▲ Add 4 SEC ↗
5 State Street Global Advisors (passive) 870.82K -5.3% $26.69M 0.0% ▼ Trim 2 SEC ↗
6 Wellington Management 511.46K +102.2% $15.68M 0.0% ▲ Add 3 SEC ↗
7 Wellington Management 511.46K +102.2% $15.68M 0.0% ▲ Add 3 SEC ↗
8 Wellington Management 511.46K +102.2% $15.68M 0.0% ▲ Add 3 SEC ↗
9 Wellington Management 511.46K +102.2% $15.68M 0.0% ▲ Add 3 SEC ↗
10 Citadel Advisors 247.26K +29.6% $7.58M 0.0% ▲ Add 4 SEC ↗
11 Citadel Advisors 247.26K +29.6% $7.58M 0.0% ▲ Add 4 SEC ↗
12 Two Sigma Investments 225.93K -41.6% $6.92M 0.0% ▼ Trim 4 SEC ↗
13 Point72 Asset Management 98.06K New $3.01M 0.0% New 1 SEC ↗
14 AQR Capital Management 50.47K -31.1% $1.55M 0.0% ▼ Trim 4 SEC ↗
15 AQR Capital Management 50.47K -31.1% $1.55M 0.0% ▼ Trim 4 SEC ↗
16 AQR Capital Management 50.47K -31.1% $1.55M 0.0% ▼ Trim 4 SEC ↗
17 AQR Capital Management 50.47K -31.1% $1.55M 0.0% ▼ Trim 4 SEC ↗
18 AQR Capital Management 50.47K -31.1% $1.55M 0.0% ▼ Trim 4 SEC ↗
19 Renaissance Technologies 46.80K +277.4% $1.43M 0.0% ▲ Add 2 SEC ↗
20 Gotham Asset Management 29.34K -49.0% $899,424 0.0% ▼ Trim 4 SEC ↗
21 T. Rowe Price 25.91K +63.9% $795,000 0.0% ▲ Add 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $3.01M 0.0%

Exited

Millennium Management $941,759 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 264 holders, 49.99M shares, $2.29B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 17 SC 13G — Fenelon Opportunity Fund Inc.

View original SEC filing ↗

Aug 10 SC 13G/A — Verlinvest Beverages SA

View original SEC filing ↗

Aug 06 SC 13G/A — FMR LLC

View original SEC filing ↗

Jul 17 SC 13G/A — WASATCH ADVISORS LP

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API