As of the latest SEC filings, Vita Coco Company, Inc. (COCO) is held by 304 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $126,188,328.42 in market value, representing 0.14% of its portfolio.
Funds holding Vita Coco Company, Inc. (COCO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- COCO
- CIK:
- 0001482981
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.14% | $126,188,328.42 | 2,633,862 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $74,315,452.77 | 1,551,147 | Mar 31, 2026 | May 28, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.78% | $65,442,348.99 | 991,701 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.08% | $55,812,467.04 | 1,164,944 | Mar 31, 2026 | May 28, 2026 |
|
CGOAX
Columbia Small Cap Growth Fund
|
MF | Columbia Threadneedle | 1.63% | $52,252,432.38 | 899,973 | Feb 28, 2026 | Apr 27, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 1.41% | $41,981,999.88 | 876,268 | Mar 31, 2026 | May 5, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.59% | $40,616,449.06 | 615,494 | Apr 30, 2026 | Jun 26, 2026 |
|
HISGX
Harbor Small Cap Growth Fund
|
MF | Independent / Boutique | 1.35% | $34,884,821.62 | 528,638 | Apr 30, 2026 | Jun 26, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.78% | $33,322,244.41 | 504,959 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.10% | $31,126,427.16 | 471,684 | Apr 30, 2026 | Jun 26, 2026 |
|
LSSNX
Loomis Sayles Small Cap Growth Fund
|
MF | Independent / Boutique | 1.49% | $28,751,988.75 | 600,125 | Mar 31, 2026 | May 29, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.50% | $25,261,763.88 | 382,812 | Apr 30, 2026 | Jun 26, 2026 |
|
VCSAX
VANGUARD CONSUMER STAPLES INDEX FUND
|
ETF | Vanguard | 0.24% | $24,047,464.98 | 414,183 | Feb 28, 2026 | Apr 28, 2026 |
|
LADFX
LORD ABBETT DEVELOPING GROWTH FUND INC
|
MF | Independent / Boutique | 1.07% | $23,755,872.08 | 359,992 | Apr 30, 2026 | Jun 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $23,461,191.63 | 489,693 | Mar 31, 2026 | May 28, 2026 |
|
WMCVX
Wasatch Small Cap Value Fund
|
MF | Independent / Boutique | 1.46% | $19,281,235.77 | 402,447 | Mar 31, 2026 | May 5, 2026 |
|
ARTSX
Artisan Small Cap Fund
|
MF | Independent / Boutique | 2.16% | $19,254,166.62 | 401,882 | Mar 31, 2026 | May 29, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.14% | $18,999,812.43 | 396,573 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.15% | $18,668,275.23 | 389,653 | Mar 31, 2026 | May 28, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.28% | $18,125,598.66 | 378,326 | Mar 31, 2026 | May 28, 2026 |
|
FZAOX
Fidelity Advisor Small Cap Fund
|
MF | Fidelity | 0.75% | $16,599,121.76 | 285,896 | Feb 28, 2026 | Apr 24, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.13% | $16,125,787.35 | 336,585 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $15,495,177.89 | 234,811 | Apr 30, 2026 | Jun 24, 2026 |
|
IHSVX
THE HARTFORD SMALL COMPANY FUND
|
MF | Independent / Boutique | 2.14% | $14,253,444.06 | 215,994 | Apr 30, 2026 | Jun 25, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.09% | $13,711,101.24 | 236,154 | Feb 28, 2026 | Apr 28, 2026 |
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