Vita Coco Ownership | Who Owns Vita Coco?
Vita Coco Ownership Summary
Vita Coco is owned by 62.22% institutional investors, 13.00% insiders, and 24.77% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.71% of COCO shares. CT (Lux) Glb Smlr Coms IE 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 | 62.22% | 13.00% | 24.77% |
Sector | Consumer Defensive Stocks | 52.71% | 13.91% | 33.39% |
Industry | Non-Alcoholic Beverages Stocks | 42.23% | 23.43% | 34.34% |
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 |
Vanguard group | 2.45M | 4.32% | $68.14M |
Fmr | 2.30M | 4.06% | $63.96M |
Ameriprise financial | 1.75M | 3.09% | $48.75M |
D. e. shaw | 1.29M | 2.28% | $35.98M |
Champlain investment partners | 1.26M | 2.23% | $35.17M |
Loomis sayles & co l p | 1.26M | 2.22% | $34.99M |
Artisan partners limited partnership | 1.03M | 1.82% | $28.61M |
Geode capital management | 939.84K | 1.66% | $26.18M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Jw asset management | 295.62K | 5.19% | $10.91M |
Stansberry asset management | 442.69K | 1.62% | $12.33M |
Summit creek advisors | 340.63K | 1.30% | $9.49M |
Pier capital | 292.07K | 1.21% | $8.13M |
Granahan investment management | 743.37K | 0.83% | $20.70M |
Moody aldrich partners | 102.58K | 0.70% | $3.79M |
Nia impact advisors | 62.85K | 0.63% | $1.75M |
West coast financial | 91.84K | 0.37% | $3.39M |
Oak ridge investments | 103.72K | 0.30% | $3.83M |
Oberweis asset management inc/ | 165.40K | 0.28% | $4.61M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Artisan partners limited partnership | 1.03M | 0.04% | 1.03M |
Champlain investment partners | 1.26M | 0.22% | 517.54K |
Franklin resources | 752.08K | 0.01% | 478.65K |
Lord, abbett | 380.29K | 0.03% | 380.29K |
Loomis sayles & co l p | 1.26M | 0.05% | 370.30K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Cooper creek partners management | - | - | -698.68K |
Millennium management | 454.06K | 0.01% | -552.01K |
Victory capital management | 397.89K | 0.01% | -497.83K |
Ameriprise financial | 1.75M | 0.01% | -228.92K |
Abrdn | 633.33K | 0.04% | -213.34K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Artisan partners limited partnership | 1.03M | 0.04% | 1.03M | $28.61M |
Thrivent financial for lutherans | 290.31K | 0.02% | 290.31K | $10.71M |
Raymond james financial | 216.35K | 0.00% | 216.35K | $7.99M |
Ranger investment management | 91.86K | 0.17% | 91.86K | $2.56M |
Canada pension plan investment board | 76.50K | 0.00% | 76.50K | $2.13M |
Sold Out
Holder | Change |
---|---|
Gradient investments | -12.00 |
Bfsg | -15.00 |
Capital performance advisors llp | -22.00 |
Quintet private bank (europe) | -35.00 |
Systm wealth solutions | -58.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2023 | 188 | 15.34% | 36,031,799 | 36.13% | 63 | 2.89% | 123 | 25.51% | 42 | -4.55% |
Sep 30, 2023 | 163 | 3.16% | 26,468,159 | 10.75% | 46 | 2.58% | 98 | -14.78% | 44 | 83.33% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
CT (Lux) Glb Smlr Coms IE | 1.39M | 2.44% | 21.86K |
Vanguard Total Stock Mkt Idx Inv | 1.25M | 2.21% | - |
iShares Russell 2000 ETF | 1.06M | 1.86% | -8.05K |
Wasatch Small Cap Value | 1.04M | 1.83% | 199.66K |
Loomis Sayles Small Cap Growth Instl | 830.10K | 1.46% | - |
Artisan U.S. Small-Cap Growth | 633.38K | 1.12% | 62.18K |
Artisan Small Cap Investor | 633.38K | 1.12% | 62.18K |
Vanguard Institutional Extnd Mkt Idx Tr | 591.41K | 1.04% | 12.85K |
Champlain Small Company Fund, LLC | 584.00K | 1.03% | -21.73K |
Fidelity Small Cap Growth | 561.35K | 0.99% | -1.47K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 22, 2025 | Burth Jonathan | Chief Operating Officer | Sell | $152.34K |
Jan 02, 2025 | Burth Jonathan | Chief Operating Officer | Sell | $7.50K |
Dec 19, 2024 | Liran Ira | - | Sell | $1.07M |
Dec 17, 2024 | ROPER MARTIN F | Chief Executive Officer | Sell | $181.88K |
Dec 17, 2024 | ROPER MARTIN F | Chief Executive Officer | Sell | $181.84K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 2 |
2024 Q4 | - | 140 |
2024 Q3 | - | 4 |
2024 Q2 | - | 15 |
2024 Q1 | - | 13 |
COCO Ownership FAQ
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