Vita Coco Company, Inc. (COCO) shareholders
COCONasdaqBeveragesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 22, 2026Score 21/302% below fair value
$64.70−0.61 (-0.93%)
Close on Nov 12, 2026Market cap $3.69BP/E 32.5Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.8%
50M of 57M shares
Institutional holders
341
113 new, 37 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 65 sales
Net sold $80.93M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,310,716 | 12.70% | 13G (passive) amendment | Sep 30, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (9.00%) | 5,152,158 | 9.00% | 13G (passive) amendment | Dec 31, 2025 |
| Abigail P. Johnson Joint filing with FMR LLC (7.90%) | 4,547,116 | 7.90% | 13G (passive) amendment | Sep 30, 2026 |
| Michael Kirban | 3,274,866 | 5.60% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of COCO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,010,187 | 12.28% | $463.65M | +233,631 | 0.01% |
| FMR LLC | 3,213,969 | 5.63% | $212.57M | −1,541,697 | 0.01% |
| Wasatch Advisors LP | 2,255,360 | 3.95% | $149.17M | −1,420,129 | 0.98% |
| Vanguard Capital Management LLC | 2,094,091 | 3.67% | $138.50M | +2,123 | 0.00% |
| State Street Corp | 1,847,940 | 3.24% | $122.28M | +118,942 | 0.00% |
| Wellington Management Group Llp | 1,844,963 | 3.23% | $122.03M | −489,256 | 0.02% |
| Driehaus Capital Management LLC | 1,503,177 | 2.63% | $99.42M | −20,470 | 0.58% |
| Geode Capital Management, LLC | 1,379,689 | 2.42% | $91.27M | +83,961 | 0.00% |
| Vanguard Portfolio Management LLC | 1,244,889 | 2.18% | $82.34M | +121,927 | 0.00% |
| Congress Asset Management Co /Ma | 1,207,102 | 2.12% | $79.84M | New | 0.49% |
| Ameriprise Financial Inc | 1,146,654 | 2.01% | $75.84M | −297,262 | 0.02% |
| Westfield Capital Management Co LP | 1,137,802 | 1.99% | $75.25M | −14,131 | 0.25% |
| D. E. Shaw & Co., Inc. | 1,104,020 | 1.93% | $73.02M | −110,413 | 0.03% |
| Dimensional Fund Advisors LP | 1,098,490 | 1.93% | $72.67M | +25,077 | 0.01% |
| Loomis Sayles & Co L P | 1,001,278 | 1.75% | $66.22M | −71,371 | 0.08% |
| Jane Street Group, LLC | 927,278 | 1.62% | $61.33M | New | 0.01% |
| Bank Of America Corp /De/ | 857,603 | 1.50% | $56.72M | +456,134 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 739,487 | 1.30% | $48.91M | +141,479 | 0.00% |
| Invesco Ltd. | 690,799 | 1.21% | $45.69M | +571,286 | 0.00% |
| Goldman Sachs Group Inc | 673,665 | 1.18% | $44.56M | +131,619 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 341 | 50M | 86.8% | 113 / 102 | 96 / 37 | 8M | 9M |
| Q1 2026 | 269 | 50M | 88.3% | 57 / 101 | 79 / 44 | 14M | 9M |
| Q4 2025 | 260 | 49M | 85.2% | 64 / 88 | 82 / 27 | 11M | 9M |
| Q3 2025 | 229 | 47M | 82.0% | 40 / 88 | 73 / 28 | 10M | 4M |
| Q2 2025 | 218 | 41M | 71.2% | 44 / 71 | 85 / 29 | 7M | 4M |
| Q1 2025 | 207 | 38M | 66.1% | 41 / 69 | 78 / 32 | 6M | 5M |
| Q4 2024 | 200 | 37M | 64.1% | 40 / 71 | 70 / 21 | 5M | 4M |
| Q3 2024 | 184 | 36M | 62.6% | 25 / 68 | 68 / 23 | 9M | 5M |
| Q2 2024 | 183 | 35M | 62.1% | 40 / 85 | 43 / 36 | 8M | 5M |
| Q1 2024 | 180 | 33M | 58.4% | 38 / 80 | 45 / 36 | 7M | 11M |
| Q4 2023 | 181 | 38M | 66.5% | 49 / 73 | 43 / 22 | 14M | 3M |
| Q3 2023 | 154 | 27M | 46.9% | 32 / 63 | 45 / 29 | 6M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
336 funds held COCO in Q2 2026, 41% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of COCO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,649,670 | 4.64% | $175.25M | 0.16% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,540,165 | 2.70% | $101.87M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,261,368 | 2.21% | $83.43M | 0.10% | Jun 30, 2026 |
| Congress Small Cap Growth Fund | 720,000 | 1.26% | $47.48M | 2.36% | Jul 31, 2026 |
| Harbor Small Cap Growth Fund | 641,418 | 1.12% | $42.30M | 1.59% | Jul 31, 2026 |
| Wasatch Core Growth Fund | 583,020 | 1.02% | $38.56M | 1.29% | Jun 30, 2026 |
| Columbia Small Cap Growth Fund | 579,012 | 1.01% | $43.50M | 1.18% | May 31, 2026 |
| Fidelity Small Cap Growth Fund | 559,921 | 0.98% | $36.92M | 0.42% | Jul 31, 2026 |
| Loomis Sayles Small Cap Growth Fund | 541,785 | 0.95% | $35.83M | 1.58% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 537,323 | 0.94% | $35.43M | 0.10% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 506,559 | 0.89% | $33.50M | 0.23% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 504,203 | 0.88% | $33.35M | 0.03% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 453,694 | 0.80% | $30.01M | 0.19% | Jun 30, 2026 |
| Vanguard Consumer Staples Index Fund | 421,507 | 0.74% | $31.67M | 0.34% | May 31, 2026 |
| Fidelity Stock Selector Small Cap Fund | 414,894 | 0.73% | $27.36M | 0.37% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Kirban | Executive Chairman, Director | 2,138,529 | 3.75% | May 1, 2026 |
| Martin Roper | Chief Executive Officer, Director | 987,577 | 1.73% | Apr 30, 2026 |
| Corey Baker | Chief Financial Officer | 24,951 | 0.04% | Nov 5, 2026 |
| Es Charles van | Chief Commercial Officer | 48,284 | 0.08% | Aug 19, 2026 |
| Jonathan Burth | Chief Operating Officer | 47,109 | 0.08% | Aug 19, 2026 |
| Jane Prior | Chief Marketing Officer | 115,780 | 0.20% | Aug 19, 2026 |
| Kenneth Sadowsky | Director | 580,296 | 1.02% | Jun 18, 2026 |
| Ira Liran | Director | 712,450 | 1.25% | Jun 15, 2026 |
| Shelley G. Broader | Director | 2,050 | 0.00% | Jun 5, 2026 |
| Eric Melloul | Director | 7,101,977 | 12.45% | Jun 5, 2026 |
| Aishetu Fatima Dozie | Director | 16,376 | 0.03% | Jun 5, 2026 |
| John Zupo | Director | 13,692 | 0.02% | Jun 5, 2026 |
| Jane Cecil Morreau | Director | 18,709 | 0.03% | Jun 5, 2026 |
| John D. Leahy | Director | 17,179 | 0.03% | Mar 3, 2026 |
| Beverages SA Verlinvest | – | 4,097,161 | 7.18% | Sep 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Corey Baker Chief Financial Officer | Nov 4, 2026 | Sale(10b5-1 plan) | −5,000 | $65.00 | $325.00K | 24,951 |
| Corey Baker Chief Financial Officer | Nov 4, 2026 | Option exercise | +5,000 | $16.91 | $84.55K | 29,951 |
| Corey Baker Chief Financial Officer | Nov 3, 2026 | Sale(10b5-1 plan) | −1,000 | $60.00 | $60.00K | 24,951 |
| Jane Prior Chief Marketing Officer | Aug 15, 2026 | Tax withholding | −10,801 | $65.21 | $704.33K | 115,780 |
| Jonathan Burth Chief Operating Officer | Aug 15, 2026 | Tax withholding | −10,801 | $65.21 | $704.33K | 47,109 |
| Es Charles van Chief Commercial Officer | Aug 15, 2026 | Tax withholding | −10,801 | $65.21 | $704.33K | 48,284 |
| Kenneth Sadowsky Director | Jun 17, 2026 | Sale(10b5-1 plan) | −3,900 | $82.92 | $323.39K | 580,296 |
| Ira Liran Director | Jun 12, 2026 | Sale(10b5-1 plan) | −73,842 | $80.32 | $5.93M | 402,579 |
| Ira Liran Director | Jun 12, 2026 | Sale(10b5-1 plan) | −74,232 | $80.29 | $5.96M | 309,871 |
| Ira Liran Director | Jun 11, 2026 | Sale(10b5-1 plan) | −96,158 | $79.14 | $7.61M | 476,421 |
| Ira Liran Director | Jun 11, 2026 | Sale(10b5-1 plan) | −95,768 | $79.14 | $7.58M | 384,103 |
| Jonathan Burth Chief Operating Officer | Jun 11, 2026 | Option exercise | +23,575 | $10.18 | $239.99K | 81,485 |
| Jonathan Burth Chief Operating Officer | Jun 11, 2026 | Sale(10b5-1 plan) | −30,000 | $80.00 | $2.40M | 57,910 |
| Jonathan Burth Chief Operating Officer | Jun 11, 2026 | Option exercise | +6,425 | $10.18 | $65.41K | 87,910 |
| Eric Melloul Director | Jun 3, 2026 | Award | +1,530 | $75.18 | $115.03K | 4,816 |
| Kenneth Sadowsky Director | Jun 3, 2026 | Award | +1,530 | $75.18 | $115.03K | 584,196 |
| Jane Cecil Morreau Director | Jun 3, 2026 | Award | +1,530 | $75.18 | $115.03K | 18,709 |
| John Zupo Director | Jun 3, 2026 | Award | +1,530 | $75.18 | $115.03K | 13,692 |
| Ira Liran Director | Jun 3, 2026 | Award | +1,530 | $75.18 | $115.03K | 479,871 |
| Shelley G. Broader Director | Jun 3, 2026 | Award | +1,530 | $75.18 | $115.03K | 2,050 |
| Aishetu Fatima Dozie Director | Jun 3, 2026 | Award | +1,530 | $75.18 | $115.03K | 16,376 |
| Es Charles van Chief Commercial Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −8,045 | $75.05 | $603.78K | 59,085 |
| Kenneth Sadowsky Director | May 20, 2026 | Sale(10b5-1 plan) | −3,900 | $77.48 | $302.17K | 582,666 |
| Jonathan Burth Chief Operating Officer | May 12, 2026 | Option exercise | +30,000 | $10.18 | $305.40K | 87,910 |
| Jonathan Burth Chief Operating Officer | May 12, 2026 | Sale(10b5-1 plan) | −30,000 | $75.00 | $2.25M | 57,910 |
| Es Charles van Chief Commercial Officer | May 8, 2026 | Sale(10b5-1 plan) | −8,561 | $70.00 | $599.27K | 67,130 |
| Jonathan Burth Chief Operating Officer | May 8, 2026 | Sale(10b5-1 plan) | −20,000 | $70.00 | $1.40M | 57,910 |
| Jonathan Burth Chief Operating Officer | May 8, 2026 | Option exercise | +20,000 | $10.18 | $203.60K | 77,910 |
| Es Charles van Chief Commercial Officer | May 1, 2026 | Sale(10b5-1 plan) | −2,000 | $66.87 | $133.74K | 75,691 |
| Michael Kirban Executive Chairman, Director | Apr 30, 2026 | Sale(10b5-1 plan) | −50,000 | $68.00 | $3.40M | 515,681 |
| Jonathan Burth Chief Operating Officer | Apr 30, 2026 | Option exercise | +20,000 | $10.18 | $203.60K | 77,910 |
| Jonathan Burth Chief Operating Officer | Apr 30, 2026 | Sale(10b5-1 plan) | −20,000 | $67.50 | $1.35M | 57,910 |
| Jonathan Burth Chief Operating Officer | Apr 29, 2026 | Sale(10b5-1 plan) | −20,000 | $65.00 | $1.30M | 77,910 |
| Jonathan Burth Chief Operating Officer | Apr 29, 2026 | Option exercise | +20,000 | $10.18 | $203.60K | 77,910 |
| Jonathan Burth Chief Operating Officer | Apr 29, 2026 | Option exercise | +20,000 | $10.18 | $203.60K | 97,910 |
| Jonathan Burth Chief Operating Officer | Apr 29, 2026 | Sale(10b5-1 plan) | −20,000 | $62.50 | $1.25M | 57,910 |
| Martin Roper Chief Executive Officer, Director | Apr 29, 2026 | Sale(10b5-1 plan) | −20,544 | $59.35 | $1.22M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 29, 2026 | Option exercise | +20,544 | $10.18 | $209.14K | 319,028 |
| Martin Roper Chief Executive Officer, Director | Apr 28, 2026 | Sale(10b5-1 plan) | −25,000 | $51.13 | $1.28M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 28, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Martin Roper Chief Executive Officer, Director | Apr 27, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Martin Roper Chief Executive Officer, Director | Apr 27, 2026 | Sale(10b5-1 plan) | −25,000 | $50.00 | $1.25M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 24, 2026 | Sale(10b5-1 plan) | −25,000 | $50.00 | $1.25M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 24, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Martin Roper Chief Executive Officer, Director | Apr 16, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Martin Roper Chief Executive Officer, Director | Apr 16, 2026 | Sale(10b5-1 plan) | −25,000 | $50.00 | $1.25M | 298,484 |
| Kenneth Sadowsky Director | Apr 15, 2026 | Sale(10b5-1 plan) | −3,900 | $48.93 | $190.83K | 586,566 |
| Martin Roper Chief Executive Officer, Director | Apr 15, 2026 | Sale(10b5-1 plan) | −25,000 | $50.11 | $1.25M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 15, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Martin Roper Chief Executive Officer, Director | Apr 14, 2026 | Sale(10b5-1 plan) | −25,000 | $50.00 | $1.25M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 14, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Martin Roper Chief Executive Officer, Director | Apr 13, 2026 | Option exercise | +4,456 | $10.18 | $45.36K | 302,940 |
| Martin Roper Chief Executive Officer, Director | Apr 13, 2026 | Sale(10b5-1 plan) | −4,456 | $50.55 | $225.25K | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 10, 2026 | Sale(10b5-1 plan) | −25,000 | $50.11 | $1.25M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 10, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Martin Roper Chief Executive Officer, Director | Apr 8, 2026 | Sale(10b5-1 plan) | −25,000 | $50.95 | $1.27M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 8, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Martin Roper Chief Executive Officer, Director | Apr 7, 2026 | Sale(10b5-1 plan) | −25,000 | $50.00 | $1.25M | 298,484 |
| Martin Roper Chief Executive Officer, Director | Apr 7, 2026 | Option exercise | +25,000 | $10.18 | $254.50K | 323,484 |
| Es Charles van Chief Commercial Officer | Apr 1, 2026 | Sale(10b5-1 plan) | −2,000 | $48.67 | $97.34K | 77,691 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
16.11%
7M shares short
Days to cover
4.4
At 2M shares a day
Change since last report
+2.7%
From 7M shares
Short volume, 20 days
77.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Vita Coco's stock actually held short. Settlement fails (shares not delivered on time) peaked at 18,965 shares on Sep 4, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Corey Baker Officer | Nov 4, 2026 | 5,000 | $325.00K | Nov 4, 2026 | Stock Option Exercise |
| Corey Baker Officer | Nov 3, 2026 | 1,000 | $60.00K | Nov 3, 2026 | Restricted Stock Vesting |
| Kenneth Sadowsky Director | Jun 17, 2026 | 3,900 | $325.85K | Jun 17, 2026 | STOCK COMPENSATION |
| Jonathan Burth Officer | Jun 11, 2026 | 30,000 | $2.40M | Jun 11, 2026 | Stock Option Exercise |
| Ira Liran Director | Jun 11, 2026 | 380,000 | $29.93M | Jun 11, 2026 | STOCK COMPENSATION |
| Es Charles van Officer | Jun 1, 2026 | 8,045 | $603.78K | Jun 1, 2026 | Restricted Stock Vesting |
| Jonathan Burth Officer | May 12, 2026 | 30,000 | $2.25M | May 12, 2026 | Option Granted 02/10/2020 |
| Jonathan Burth Officer | May 8, 2026 | 20,000 | $1.40M | May 8, 2026 | Option Granted - 02/10/2020 |
| Es Charles van Officer | May 8, 2026 | 8,561 | $599.27K | May 8, 2026 | Restricted Stock Vesting |
| Es Charles van Officer | May 1, 2026 | 2,000 | $133.74K | May 1, 2026 | Restricted Stock Vesting |
| Michael Kirban Officer, Director | Apr 30, 2026 | 50,000 | $3.40M | Apr 30, 2026 | Founders Shares |
| Jonathan Burth Officer | Apr 30, 2026 | 20,000 | $1.35M | Apr 30, 2026 | Option Granted - 02/10/2020 |
| Jonathan Burth Officer | Apr 29, 2026 | 40,000 | $2.55M | Apr 29, 2026 | Option Granted - 02/10/2020 |
| Martin Roper Officer, Director | Apr 29, 2026 | 20,544 | $1.22M | Apr 29, 2026 | Option Granted - 09/19/2019 |
| Martin Roper Officer, Director | Apr 28, 2026 | 25,000 | $1.28M | Apr 28, 2026 | Option Granted - 09/19/2019 |
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