STOCK TITAN

Wasatch Advisors (COCO) trims Vita Coco holding to a 3.9% disclosed stake

(Neutral)
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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wasatch Advisors filed an amended ownership report for Vita Coco Company, Inc., stating beneficial ownership of 2,255,360 shares of common stock, representing 3.9% of the class. Wasatch reports sole voting power over 1,542,909 shares and sole dispositive power over 2,255,360 shares, with no shared voting or dispositive power.

The filer indicates that it holds 5 percent or less of Vita Coco’s outstanding common stock. The report is signed by Mike Yeates, CEO of Wasatch Advisors.

Positive

  • None.

Negative

  • None.
Beneficial ownership 2,255,360 shares Shares of Vita Coco common stock beneficially owned by Wasatch Advisors
Percent of class 3.9% Portion of Vita Coco common stock class reported as owned by Wasatch Advisors
Sole voting power 1,542,909 shares Vita Coco shares over which Wasatch Advisors has sole power to vote
Shared voting power 0 shares Vita Coco shares over which Wasatch Advisors has shared power to vote
Sole dispositive power 2,255,360 shares Vita Coco shares over which Wasatch Advisors has sole power to dispose
Shared dispositive power 0 shares Vita Coco shares over which Wasatch Advisors has shared power to dispose
beneficially owned financial
"Amount beneficially owned: 2,255,360"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 1,542,909.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 2,255,360.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Ownership of 5 percent or less of a class financial
"Item 5. | Ownership of 5 Percent or Less of a Class."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of Vita Coco (COCO) shares does Wasatch Advisors currently report owning?

Wasatch Advisors reports owning 3.9% of Vita Coco’s outstanding common stock. This corresponds to 2,255,360 shares beneficially owned and is classified as ownership of 5 percent or less of the class.

How many Vita Coco (COCO) shares does Wasatch Advisors beneficially own?

Wasatch Advisors reports beneficial ownership of 2,255,360 Vita Coco common shares. It also reports sole voting power over 1,542,909 shares and sole dispositive power over 2,255,360 shares, with no shared voting or dispositive power.

What voting power does Wasatch Advisors have over its Vita Coco (COCO) stake?

Wasatch Advisors has sole voting power over 1,542,909 Vita Coco shares and no shared voting power. It also holds sole dispositive power over 2,255,360 shares, meaning it alone can decide whether to sell or retain those shares.

Does Wasatch Advisors own more than 5% of Vita Coco (COCO)?

No. Wasatch Advisors states that it owns 5 percent or less of Vita Coco’s common stock. Its reported beneficial ownership is 2,255,360 shares, which the filing identifies as 3.9% of the outstanding class.

Who signed the Wasatch Advisors ownership report for Vita Coco (COCO)?

The report is signed by Mike Yeates, identified as CEO of Wasatch Advisors. His signature appears on the certification accompanying the beneficial ownership disclosure relating to Vita Coco’s common stock.





92846Q107

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Wasatch Advisors LP
Signature:Mike Yeates
Name/Title:CEO
Date:07/17/2026