Institutional Ownership Vita Coco Company, Inc. (COCO)
This table provides information about the institutional ownership of Vita Coco Company, Inc. (COCO). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
109
shares
|
$4,644
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
97
shares
|
$4,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
96
shares
|
$4,090
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
75
shares
|
$3,195
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
49
shares
|
$2,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
33
shares
|
$1,406
0.0% of portfolio
|
Q3 2025
Added 450.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
33
shares
|
$1,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
31
shares
|
$1,320
0.0% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
30
shares
|
$1,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
25
shares
|
$1,065
0.0% of portfolio
|
Q2 2025
Added 316.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
24
shares
|
$1,022
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
22
shares
|
$937
0.0% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
16
shares
|
$681
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
15
shares
|
$639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
14
shares
|
$596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
13
shares
|
$553
0.0% of portfolio
|
Q2 2025
Reduced 65.79%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
12
shares
|
$511
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
11
shares
|
$468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
10
shares
|
$426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
10
shares
|
$426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6
shares
|
$255
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5
shares
|
$213
0.0% of portfolio
|
Q2 2025
Reduced 61.54%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
3
shares
|
$127
0.0% of portfolio
|
Q2 2025
Added 6666.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3
shares
|
$127
0.0% of portfolio
|
Q2 2025
New holding
|