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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

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

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-10 LATE·56d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-03 +35d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 2025-12-11 +32d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-04 +34d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 2023-12-01 +37d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing COCO in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−83 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
209OPPENHEIMER & CO INC$01
210Clearstead Advisors, LLC$01
211COMERICA BANK$01
212RENAISSANCE TECHNOLOGIES LLC$01
213FULLER & THALER ASSET MANAGEMENT, INC.$01
214ZACKS INVESTMENT MANAGEMENT$01
215BALYASNY ASSET MANAGEMENT L.P.$01
216CIBC Private Wealth Group LLC$01
217Mariner, LLC$01
218NORGES BANK$01
219Verition Fund Management LLC$01
220HRT FINANCIAL LP$01
221TWO SIGMA ADVISERS, LP$01
222Savant Capital, LLC$01
223BANQUE PICTET & CIE SA$01
224Atria Investments, Inc$01
225Private Advisor Group, LLC$01
226Arax Advisory Partners$01
227Empowered Funds, LLC$01
228JANE STREET GROUP, LLC$01
229ARMISTICE CAPITAL, LLC$01
230Point72 Asset Management, L.P.$01
231RFG Advisory, LLC$01
232Cetera Investment Advisers$01
233IHT Wealth Management, LLC$01
234Qube Research & Technologies Ltd$01
235Global Retirement Partners, LLC$01
236Y-Intercept (Hong Kong) Ltd$01
237M&G Plc$01
238Vermillion & White Wealth Management Group, LLC$01
239AlphaQuest LLC$01
240SJS Investment Consulting Inc.$01
241SageView Advisory Group, LLC$01
242Acumen Wealth Advisors, LLC$01
243Quarry LP$01
244Abel Hall, LLC$01
245Jain Global LLC$01
246Aster Capital Management (DIFC) Ltd$01
Truncated by Public Filings. The published aggregate ranks the top 246 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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