Vita Coco Ownership | Who Owns Vita Coco?
Vita Coco Ownership Summary
Vita Coco is owned by 64.44% institutional investors, 10.75% insiders, and 24.80% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.71% of COCO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.44% of its assets in Vita Coco shares.
COCO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Vita Coco | 64.44% | 10.75% | 24.80% |
Sector | Consumer Defensive Stocks | 35.46% | 16.37% | 48.18% |
Industry | Non-Alcoholic Beverages Stocks | 27.80% | 24.57% | 47.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 3.24M | 5.71% | $119.71M |
Blackrock | 2.93M | 5.18% | $81.69M |
Wasatch advisors lp | 2.83M | 4.98% | $104.41M |
Vanguard group | 2.59M | 4.56% | $95.56M |
Ameriprise financial | 1.73M | 3.04% | $63.74M |
Artisan partners limited partnership | 1.50M | 2.65% | $55.46M |
Loomis sayles & co l p | 1.42M | 2.50% | $52.49M |
Fmr | 1.41M | 2.49% | $52.08M |
D. e. shaw | 1.13M | 1.99% | $41.71M |
Geode capital management | 934.17K | 1.65% | $34.49M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Jw asset management | 295.62K | 5.19% | $10.91M |
Woodson capital management, lp | 709.62K | 4.22% | $26.19M |
Stansberry asset management | 424.38K | 2.03% | $15.66M |
Summit creek advisors | 401.98K | 1.95% | $14.84M |
Nia impact advisors | 62.67K | 0.75% | $2.31M |
Moody aldrich partners | 102.58K | 0.70% | $3.79M |
Wasatch advisors lp | 2.83M | 0.52% | $104.41M |
Oberweis asset management inc/ | 231.50K | 0.40% | $8.54M |
West coast financial | 91.84K | 0.37% | $3.39M |
Ranger investment management | 158.49K | 0.37% | $5.85M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs group | 654.82K | 0.00% | 485.16K |
Wasatch advisors lp | 2.83M | 0.52% | 427.87K |
Driehaus capital management | 854.62K | 0.26% | 372.63K |
Raymond james financial | 216.35K | 0.00% | 216.35K |
Segall bryant & hamill | 206.16K | 0.10% | 206.16K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Champlain investment partners | - | - | -838.40K |
Cooper creek partners management | - | - | -698.68K |
Victory capital management | 397.89K | 0.01% | -497.83K |
Abrdn | 633.33K | 0.04% | -213.34K |
Hillsdale investment management | - | - | -197.80K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james financial | 216.35K | 0.00% | 216.35K | $7.99M |
Segall bryant & hamill | 206.16K | 0.10% | 206.16K | $7.61M |
Balyasny asset management | 75.17K | 0.00% | 75.17K | $2.77M |
Bnp paribas arbitrage, snc | 48.94K | 0.00% | 48.94K | $1.81M |
Schroder investment management group | 31.99K | 0.00% | 31.99K | $1.16M |
Sold Out
Holder | Change |
---|---|
Creekmur asset management | -2.00 |
Corecap advisors | -7.00 |
Stephens consulting | -10.00 |
Gradient investments | -12.00 |
Bfsg | -15.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 206 | 3.52% | 36,728,825 | 0.46% | 64 | 1.55% | 104 | -3.70% | 78 | 14.71% |
Dec 31, 2024 | 198 | 5.88% | 36,551,992 | 3.45% | 64 | 1.66% | 107 | 15.05% | 68 | 1.49% |
Sep 30, 2024 | 186 | -0.53% | 35,323,896 | 2.31% | 62 | 1.68% | 93 | -24.39% | 66 | 53.49% |
Jun 30, 2024 | 186 | 0.54% | 34,524,841 | 9.94% | 61 | 1.97% | 122 | 4.27% | 43 | -4.44% |
Mar 31, 2024 | 185 | -1.60% | 31,402,265 | -12.85% | 55 | 1.37% | 117 | -4.88% | 45 | 7.14% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 1.38M | 2.44% | 105.90K |
Vanguard US Total Market Shares ETF | 1.23M | 2.15% | -25.80K |
CT (Lux) Glb Smlr Coms IE | 1.05M | 1.84% | -341.45K |
Wasatch Small Cap Value | 979.31K | 1.72% | - |
iShares Russell 2000 ETF | 945.26K | 1.66% | -17.95K |
Fidelity Small Cap Growth | 803.00K | 1.41% | 803.00K |
Artisan U.S. Small-Cap Growth | 710.66K | 1.25% | -40.80K |
Artisan Small Cap Investor | 710.66K | 1.25% | -40.80K |
Loomis Sayles Small Cap Growth Instl | 702.10K | 1.24% | -12.36K |
Fidelity Stock Selector Small Cap | 682.79K | 1.20% | 229.10K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jul 16, 2025 | Sadowsky Kenneth | - | Sell | $146.84K |
Jul 07, 2025 | van Es Charles | Chief Sales Officer | Sell | $380.18K |
Jul 01, 2025 | Prior Jane | Chief Marketing Officer | Sell | $370.70K |
Jun 18, 2025 | Sadowsky Kenneth | - | Sell | $135.27K |
Jun 18, 2025 | Prior Jane | Chief Marketing Officer | Sell | $351.16K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 3 |
2025 Q2 | - | 7 |
2025 Q1 | - | 14 |
2024 Q4 | - | 140 |
2024 Q3 | - | 4 |
COCO Ownership FAQ
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