Vita Coco Ownership | Who Owns Vita Coco?
Vita Coco Ownership Summary
Vita Coco is owned by 70.28% institutional investors, 10.76% insiders, and 18.96% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.55% of COCO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.38% of its assets in Vita Coco shares.
COCO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Vita Coco | 70.28% | 10.76% | 18.96% |
Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
Industry | Non-Alcoholic Beverages Stocks | 43.52% | 23.07% | 33.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 3.15M | 5.55% | $113.77M |
Blackrock | 2.93M | 5.18% | $81.69M |
Wasatch advisors lp | 2.64M | 4.65% | $95.41M |
Vanguard group | 2.59M | 4.56% | $95.56M |
Artisan partners limited partnership | 1.85M | 3.26% | $66.75M |
Ameriprise financial | 1.73M | 3.04% | $63.74M |
Fmr | 1.41M | 2.49% | $52.08M |
Loomis sayles & co l p | 1.25M | 2.20% | $45.05M |
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 |
---|---|---|---|
Woodson capital management, lp | 926.94K | 5.58% | $33.46M |
Jw asset management | 230.62K | 4.10% | $8.33M |
Summit creek advisors | 401.98K | 1.95% | $14.84M |
Stansberry asset management | 442.66K | 1.75% | $15.98M |
Nia impact advisors | 92.11K | 1.15% | $3.33M |
Tt asset management | 120.17K | 0.83% | $4.34M |
Moody aldrich partners | 99.52K | 0.70% | $3.59M |
Wasatch advisors lp | 2.64M | 0.50% | $95.41M |
Seven grand managers | 100.00K | 0.43% | $3.61M |
West coast financial | 91.84K | 0.37% | $3.39M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs group | 654.82K | 0.00% | 485.16K |
Alyeska investment group | 325.00K | 0.04% | 325.00K |
Pictet asset management sa | 846.66K | 0.03% | 296.68K |
Marshall wace, llp | 266.67K | 0.01% | 266.67K |
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 |
William blair investment management | 207.07K | 0.02% | -441.13K |
Hillsdale investment management | - | - | -197.80K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Alyeska investment group | 325.00K | 0.04% | 325.00K | $11.73M |
Marshall wace, llp | 266.67K | 0.01% | 266.67K | $9.63M |
Segall bryant & hamill | 206.16K | 0.10% | 206.16K | $7.61M |
Tudor investment corp et al | 108.03K | 0.01% | 108.03K | $3.90M |
Seven grand managers | 100.00K | 0.43% | 100.00K | $3.61M |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 217 | 2.84% | 39,918,679 | 8.58% | 70 | 1.69% | 112 | 5.66% | 81 | 1.25% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 1.35M | 2.38% | -30.04K |
Vanguard US Total Market Shares ETF | 1.23M | 2.15% | -25.80K |
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 Small Cap Investor | 710.66K | 1.25% | -40.80K |
Artisan U.S. Small-Cap Growth | 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 |
Champlain Small Company Fund, LLC | 584.00K | 1.03% | -21.73K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Sep 11, 2025 | BAKER COREY | Chief Financial Officer | Sell | $38.66K |
Sep 15, 2025 | BAKER COREY | Chief Financial Officer | Sell | $40.00K |
Sep 11, 2025 | Kirban Michael | Executive Chairman | Sell | $780.90K |
Sep 09, 2025 | Kirban Michael | Executive Chairman | Sell | $1.17M |
Sep 09, 2025 | BAKER COREY | Chief Financial Officer | Sell | $38.40K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 16 |
2025 Q2 | - | 7 |
2025 Q1 | - | 14 |
2024 Q4 | - | 140 |
2024 Q3 | - | 4 |
COCO Ownership FAQ
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