Public record / Tickers / COCO

COCO — Vita Coco Company, Inc.†

Both disclosure regimes on one name: who in Congress filed about COCO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming COCO
Members · 12m
1
2 buys · 1 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
246
top-246 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

BUY · traded 2026-07-10 → filed 2026-09-04. Ranked over every COCO row by the provable lower bound, never a point estimate.

1 member · 2 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING COCO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning COCO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-10 LATE·56d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 2025-12-11 +32d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-04 +34d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 2023-12-01 +37d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in COCO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing COCO in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · COCO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Gotham Asset Management $582K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · VITA COCO CO INC

Merged timeline of congressional filings and notable-manager moves on COCO
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FTRIM−83 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of COCO for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$325M1
2FMR LLC$228M1
3WASATCH ADVISORS LP$176M1
4WELLINGTON MANAGEMENT GROUP LLP$112M1
5VANGUARD CAPITAL MANAGEMENT LLC$100M1
6STATE STREET CORP$82.8M1
7D. E. Shaw & Co., Inc.$58.2M1
8WESTFIELD CAPITAL MANAGEMENT CO LP$55.2M1
9VANGUARD PORTFOLIO MANAGEMENT LLC$53.8M1
10Artisan Partners Limited Partnership$51.8M1
11DIMENSIONAL FUND ADVISORS LP$51.4M1
12Woodline Partners LP$23.4M1
13NORTHERN TRUST CORP$22.6M1
14TWO SIGMA INVESTMENTS, LP$21.7M1
15MORGAN STANLEY$21.4M1
16Woodson Capital Management, LP$21.1M1
17PRINCIPAL FINANCIAL GROUP INC$19.5M1
18BANK OF AMERICA CORP /DE/$19.2M1
19STANSBERRY ASSET MANAGEMENT, LLC$19.0M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$18.4M1
21FIRST TRUST ADVISORS LP$17.1M1
22JACOBS LEVY EQUITY MANAGEMENT, INC$17.0M1
23Nuveen, LLC$16.7M1
24UBS Group AG$14.9M1
25VANGUARD FIDUCIARY TRUST CO$14.9M1
26Aberdeen Group plc$14.3M1
27FRANKLIN RESOURCES INC$12.2M1
28Trexquant Investment LP$11.8M1
29JW Asset Management, LLC$10.5M1
30Summit Creek Advisors LLC$10.4M1
31RAYMOND JAMES FINANCIAL INC$9.8M1
32CITADEL ADVISORS LLC$9.1M1
33GILDER GAGNON HOWE & CO LLC$8.7M1
34SEI INVESTMENTS CO$7.8M1
35MILLENNIUM MANAGEMENT LLC$7.5M1
36PUBLIC SECTOR PENSION INVESTMENT BOARD$7.5M1
37SEGALL BRYANT & HAMILL, LLC$7.1M1
38KING LUTHER CAPITAL MANAGEMENT CORP$6.6M1
39Allworth Financial LP$6.0M1
40Invesco Ltd.$5.7M1
41NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.4M1
42Divisadero Street Capital Management, LP$5.1M1
43VICTORY CAPITAL MANAGEMENT INC$5.1M1
44CREDIT AGRICOLE S A$5.0M1
45Legal & General Group Plc$4.9M1
46CASTLEARK MANAGEMENT LLC$4.7M1
47OAK RIDGE INVESTMENTS LLC$4.6M1
48Swiss National Bank$4.6M1
49NIA IMPACT ADVISORS, LLC$4.4M1
50Baird Financial Group, Inc.$4.3M1
51UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.7M1
52MAVERICK CAPITAL LTD$3.7M1
53Taproot Management LP$3.7M1
54Pictet Asset Management Holding SA$3.6M1
55MOODY ALDRICH PARTNERS LLC$3.5M1
56PRUDENTIAL FINANCIAL INC$3.5M1
57Moran Wealth Management, LLC$3.5M1
58WELLS FARGO & COMPANY/MN$3.4M1
59SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.3M1
60Universal- Beteiligungs- und Servicegesellschaft mbH$3.1M1
61Squarepoint Ops LLC$3.0M1
62Quantinno Capital Management LP$3.0M1
63FEDERATED HERMES, INC.$2.9M1
64ALLIANCEBERNSTEIN L.P.$2.8M1
65Ensign Peak Advisors, Inc$2.5M1
66Pathstone Holdings, LLC$2.4M1
67AQR CAPITAL MANAGEMENT LLC$2.4M1
68Corient Private Wealth LLC$2.3M1
69Freestone Grove Partners LP$2.3M1
70DEUTSCHE BANK AG\$2.1M1
71OPPENHEIMER ASSET MANAGEMENT INC.$1.8M1
72ExodusPoint Capital Management, LP$1.8M1
73AMERICAN CENTURY COMPANIES INC$1.8M1
74XTX Topco Ltd$1.7M1
75VANGUARD ASSET MANAGEMENT, Ltd$1.5M1
76MARTINGALE ASSET MANAGEMENT L P$1.5M1
77BARCLAYS PLC$1.5M1
78Voleon Capital Management LP$1.5M1
79Conestoga Capital Advisors, LLC$1.4M1
80Aquatic Capital Management LLC$1.4M1
81ENVESTNET ASSET MANAGEMENT INC$1.4M1
82AMI ASSET MANAGEMENT CORP$1.3M1
83STATE OF WISCONSIN INVESTMENT BOARD$1.2M1
84Zurcher Kantonalbank (Zurich Cantonalbank)$1.2M1
85SIMPLEX TRADING, LLC$1.1M1
86Shay Capital LLC$1.1M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.1M1
88COOKSON PEIRCE & CO INC$1.1M1
89MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.1M1
90HSBC HOLDINGS PLC$1.1M1
91PDT Partners, LLC$1.0M1
92WINTON GROUP Ltd$996K1
93Faithward Advisors, LLC$987K1
94Janus Henderson Group Ltd.$960K1
95Vanguard Global Advisers, LLC$936K1
96Man Group plc$934K1
97TEACHER RETIREMENT SYSTEM OF TEXAS$923K1
98GREAT LAKES ADVISORS, LLC$916K1
99Numerai GP LLC$913K1
100Magnetar Financial LLC$890K1
101Night Squared LP$889K1
102LPL Financial LLC$815K1
103CITIGROUP INC$773K1
104Jefferies Financial Group Inc.$743K1
105TWINBEECH CAPITAL LP$743K1
106Cerity Partners LLC$713K1
107Bleakley Financial Group, LLC$670K1
108Lighthouse Investment Partners, LLC$667K1
109CANADA PENSION PLAN INVESTMENT BOARD$661K1
110OMERS ADMINISTRATION Corp$652K1
111Vident Advisory, LLC$648K1
112FIFTH THIRD BANCORP$645K1
113Arizona State Retirement System$637K1
114CIM, LLC$623K1
115Hennion & Walsh Asset Management, Inc.$617K1
116STIFEL FINANCIAL CORP$603K1
117Gotham Asset Management, LLC$582K1
118US BANCORP \DE\$579K1
119GLENMEDE TRUST CO NA$577K1
120YOUSIF CAPITAL MANAGEMENT, LLC$573K1
121Vanguard Investments Australia, Ltd.$571K1
122SCHRODER INVESTMENT MANAGEMENT GROUP$552K1
123INTECH INVESTMENT MANAGEMENT LLC$524K1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$520K1
125Massar Capital Management, LP$502K1
126Brevan Howard Capital Management LP$490K1
127OREGON PUBLIC EMPLOYEES RETIREMENT FUND$489K1
128State of Wyoming$477K1
129Orion Porfolio Solutions, LLC$466K1
130Vontobel Holding Ltd.$448K1
131Creative Planning$415K1
132AVIVA PLC$409K1
133STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$405K1
134Simplicity Wealth,LLC$403K1
135Cynosure Group, LLC$387K1
136COMMERCE BANK$385K1
137VOYA INVESTMENT MANAGEMENT LLC$379K1
138ProShare Advisors LLC$353K1
139PICTON MAHONEY ASSET MANAGEMENT$349K1
140Ascent Group, LLC$313K1
141Maryland State Retirement & Pension System$308K1
142CONTRAVISORY INVESTMENT MANAGEMENT, INC.$303K1
143XPONANCE LLC$291K1
144Brooklyn Investment Group$282K1
145PEAK6 LLC$278K1
146GUGGENHEIM CAPITAL LLC$276K1
147LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$270K1
148Susquehanna Portfolio Strategies, LLC$260K1
149FORA Capital, LLC$249K1
150Walleye Capital LLC$248K1
151ROYAL BANK OF CANADA$242K1
152MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$240K1
153Stirlingshire Investments, Inc.$235K1
154Advyzon Investment Management, LLC$222K1
155ALPINE WOODS CAPITAL INVESTORS, LLC$219K1
156Vanguard Personalized Indexing Management, LLC$214K1
157MIRABELLA FINANCIAL SERVICES LLP$213K1
158MAI Capital Management$195K1
159Ameritas Investment Partners, Inc.$185K1
160OSAIC HOLDINGS, INC.$165K1
161Caitong International Asset Management Co., Ltd$93.5K1
162Tower Research Capital LLC (TRC)$78.2K1
163CWM, LLC$77.4K1
164Kemnay Advisory Services Inc.$52.1K1
165ASSETMARK, INC$50.8K1
166Larson Financial Group LLC$41.7K1
167BNP Paribas Asset Management Holding S.A.$39.9K1
168Rockefeller Capital Management L.P.$39.5K1
169EXCHANGE TRADED CONCEPTS, LLC$35.3K1
170QUADRANT CAPITAL GROUP LLC$34.7K1
171MATHER GROUP, LLC.$28.5K1
172LORD, ABBETT & CO. LLC$26.6K1
173Walleye Trading LLC$25.0K1
174Smartleaf Asset Management LLC$14.6K1
175Geneos Wealth Management Inc.$14.4K1
176ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$13.5K1
177ALGERT GLOBAL LLC$10.5K1
178Steward Partners Investment Advisory, LLC$9.0K1
179Accent Capital Management, LLC$8.1K1
180NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.9K1
181THRIVENT FINANCIAL FOR LUTHERANS$5.7K1
182JNBA Financial Advisors$2.8K1
183Salomon & Ludwin, LLC$1.9K1
184Keating Financial Advisory Services, Inc.$1.9K1
185UMB Bank, n.a.$1.7K1
186TOTH FINANCIAL ADVISORY CORP$1.4K1
187State of Alaska, Department of Revenue$1.1K1
188SouthState Bank Corp$9591
189Rachor Investment Advisory Services, LLC$7671
190Parkside Financial Bank & Trust$7191
191SIGNATUREFD, LLC$6231
192SBI Securities Co., Ltd.$6231
193Virtu Financial LLC$6011
194True Wealth Design, LLC$5751
195Scarborough Advisors, LLC$5271
196Optiver Holding B.V.$5271
197TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5031
198DecisionPoint Financial, LLC$4801
199Stone House Investment Management, LLC$2401
200Vermillion Wealth Management, Inc.$2401
201ACADIAN ASSET MANAGEMENT LLC$2191
202CVA Family Office, LLC$1921
203Vestcor Inc$961
204Decker Retirement Planning Inc.$961
205KBC Group NV$861
206GHP Investment Advisors, Inc.$481
207Ameritas Advisory Services, LLC$481
208VANGUARD GROUP INC— value not disclosed1
209OPPENHEIMER & CO INC— value not disclosed1
210Clearstead Advisors, LLC— value not disclosed1
211COMERICA BANK— value not disclosed1
212RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
213FULLER & THALER ASSET MANAGEMENT, INC.— value not disclosed1
214ZACKS INVESTMENT MANAGEMENT— value not disclosed1
215BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
216CIBC Private Wealth Group LLC— value not disclosed1
217Mariner, LLC— value not disclosed1
218NORGES BANK— value not disclosed1
219Verition Fund Management LLC— value not disclosed1
220HRT FINANCIAL LP— value not disclosed1
221TWO SIGMA ADVISERS, LP— value not disclosed1
222Savant Capital, LLC— value not disclosed1
223BANQUE PICTET & CIE SA— value not disclosed1
224Atria Investments, Inc— value not disclosed1
225Private Advisor Group, LLC— value not disclosed1
226Arax Advisory Partners— value not disclosed1
227Empowered Funds, LLC— value not disclosed1
228JANE STREET GROUP, LLC— value not disclosed1
229ARMISTICE CAPITAL, LLC— value not disclosed1
230Point72 Asset Management, L.P.— value not disclosed1
231RFG Advisory, LLC— value not disclosed1
232Cetera Investment Advisers— value not disclosed1
233IHT Wealth Management, LLC— value not disclosed1
234Qube Research & Technologies Ltd— value not disclosed1
235Global Retirement Partners, LLC— value not disclosed1
236Y-Intercept (Hong Kong) Ltd— value not disclosed1
237M&G Plc— value not disclosed1
238Vermillion & White Wealth Management Group, LLC— value not disclosed1
239AlphaQuest LLC— value not disclosed1
240SJS Investment Consulting Inc.— value not disclosed1
241SageView Advisory Group, LLC— value not disclosed1
242Acumen Wealth Advisors, LLC— value not disclosed1
243Quarry LP— value not disclosed1
244Abel Hall, LLC— value not disclosed1
245Jain Global LLC— value not disclosed1
246Aster Capital Management (DIFC) Ltd— value not disclosed1
Truncated by Public Filings. Every one of the 207 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on COCO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming COCO
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for COCO · financials and macro

Financials — as filed PLANNED

COCO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: COCO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing