Vita Coco Ownership | Who Owns Vita Coco?
Vita Coco Ownership Summary
Vita Coco is owned by 83.01% institutional investors, 9.60% insiders, and 7.39% retail investors. Fmr is the largest institutional shareholder, holding 6.37% 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 | 83.01% | 9.60% | 7.39% |
| Sector | Consumer Defensive Stocks | 37.01% | 16.01% | 46.98% |
| Industry | Non-Alcoholic Beverages Stocks | 44.04% | 19.29% | 36.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 3.62M | 6.37% | $153.63M |
| Blackrock funding, inc. /de | 3.44M | 6.06% | $146.07M |
| Blackrock | 2.93M | 5.18% | $81.69M |
| Vanguard group | 2.91M | 5.13% | $123.68M |
| Wasatch advisors lp | 2.73M | 4.81% | $115.92M |
| Artisan partners limited partnership | 2.07M | 3.65% | $88.05M |
| Wellington management group llp | 1.99M | 3.51% | $84.62M |
| Bryn mawr trust | 1.48M | 2.60% | $62.82M |
| Ameriprise financial | 1.28M | 2.26% | $54.46B |
| Loomis sayles & co l p | 1.22M | 2.14% | $51.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Woodson capital management, lp | 880.00K | 6.72% | $37.37M |
| Jw asset management | 218.62K | 4.46% | $9.28M |
| Stansberry asset management | 445.42K | 1.98% | $18.92M |
| Night squared lp | 122.27K | 1.87% | $5.19M |
| Summit creek advisors | 301.53K | 1.87% | $12.81M |
| Nia impact advisors | 93.56K | 1.29% | $3.97M |
| Bryn mawr trust | 1.48M | 1.04% | $62.82M |
| Bayberry capital partners lp | 93.11K | 0.94% | $3.95M |
| Capricorn fund managers | 65.52K | 0.93% | $2.78M |
| Moody aldrich partners | 109.10K | 0.88% | $4.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bryn mawr trust | 1.48M | 1.04% | 1.48M |
| Wellington management group llp | 1.99M | 0.01% | 1.39M |
| Westfield capital management co lp | 1.06M | 0.19% | 1.06M |
| Ameriprise financial | 1.28M | 0.01% | 737.82K |
| Point72 asset management | 670.41K | 0.05% | 670.41K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | - | - | -838.40K |
| Cooper creek partners management | - | - | -698.68K |
| Gilder gagnon howe | 191.65K | 0.08% | -449.36K |
| William blair investment management | - | - | -207.07K |
| Driehaus capital management | 626.54K | 0.19% | -201.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bryn mawr trust | 1.48M | 1.04% | 1.48M | $62.82M |
| Westfield capital management co lp | 1.06M | 0.19% | 1.06M | $45.14M |
| Ensign peak advisors | 200.00K | 0.01% | 200.00K | $8.49M |
| Maverick capital | 132.03K | 0.07% | 132.03K | $5.61M |
| Night squared lp | 122.27K | 1.87% | 122.27K | $5.19M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 229 | 7.01% | 47,147,192 | 25.21% | 83 | 1.89% | 130 | 16.07% | 67 | -15.19% |
| 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% |
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 | 965.96K | 1.70% | - |
| Fidelity Small Cap Growth | 900.13K | 1.58% | 97.13K |
| 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 | 686.24K | 1.21% | -15.86K |
| Fidelity Stock Selector Small Cap | 682.79K | 1.20% | - |
| Champlain Small Company Fund, LLC | 584.00K | 1.03% | -21.73K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 19, 2025 | Sadowsky Kenneth | - | Sell | $183.75K |
| Nov 17, 2025 | van Es Charles | Chief Sales Officer | Sell | $1.00M |
| Nov 17, 2025 | Liran Ira | - | Sell | $1.31M |
| Nov 17, 2025 | Liran Ira | - | Sell | $732.44K |
| Nov 17, 2025 | Burth Jonathan | Chief Operating Officer | Sell | $1.00M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 43 |
| 2025 Q3 | - | 83 |
| 2025 Q2 | - | 7 |
| 2025 Q1 | - | 14 |
| 2024 Q4 | - | 140 |
COCO Ownership FAQ
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