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Fenelon holds Vita Coco (NASDAQ: COCO) common stake topping 5%

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

The filing reports that Gregory Fenelon, together with Fenelon Opportunity Fund Inc. and The Gregory Fenelon Revocable Living Trust, has a significant ownership position in Vita Coco Company, Inc.. The group reports beneficial ownership of 3,182,300 shares of Vita Coco common stock, representing 5.5% of the class. The filing states that Fenelon has sole power to vote and dispose of these shares, with no shared voting or dispositive power reported.

Positive

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Negative

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Shares beneficially owned 3,182,300 shares Common stock of Vita Coco Company, Inc. reported by Gregory Fenelon
Percent of class 5.5% Portion of Vita Coco common stock beneficially owned by the reporting person
Sole voting power 3,182,300 shares Shares over which the reporting person has sole power to vote or direct the vote
Shared voting power 0 shares Shares over which the reporting person has shared power to vote or direct the vote
Sole dispositive power 3,182,300 shares Shares over which the reporting person has sole power to dispose or direct disposition
Shared dispositive power 0 shares Shares over which the reporting person has shared power to dispose or direct disposition
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 3,182,300"
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
"5 | Sole Voting Power 3,182,300.00 6 | Shared Voting Power 0.00"
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
"7 | Sole Dispositive Power 3,182,300.00 8 | Shared Dispositive Power 0.00"
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.
Schedule 13G regulatory
""form_type": "SCHEDULE 13G""
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Percent of class financial
"(b) | Percent of class: 5.5 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

How many COCO shares does Gregory Fenelon report owning on Schedule 13G?

Gregory Fenelon reports beneficial ownership of 3,182,300 COCO common shares. The filing also states he has sole power to vote and dispose of these shares, with no shared voting or dispositive authority reported.

What percentage of Vita Coco (COCO) is owned by Gregory Fenelon according to this filing?

The filing reports that Gregory Fenelon beneficially owns 5.5% of Vita Coco’s common stock. This percentage is based on 3,182,300 shares over the company’s outstanding common shares as referenced in the ownership section.

Who are the reporting persons in this Vita Coco (COCO) Schedule 13G?

The reporting persons are Gregory Fenelon, Fenelon Opportunity Fund Inc., and The Gregory Fenelon Revocable Living Trust. Each entity is listed with the same 3,182,300 shares beneficially owned and the same 5.5% ownership of the common stock class.

Does Gregory Fenelon have sole or shared voting power over COCO shares?

The filing states that Gregory Fenelon has sole voting power over 3,182,300 shares of COCO and 0 shares with shared voting power. He also has sole dispositive power over the same number of shares and no shared dispositive power.

What class of Vita Coco (COCO) securities is reported in this Schedule 13G?

The Schedule 13G relates to Vita Coco’s Common stock. The CUSIP number reported for this class is 92846Q107, and all ownership figures in the filing refer specifically to this common stock class.

What is the citizenship and address of the reporting person in the COCO Schedule 13G?

The primary reporting person, Gregory Fenelon, is a United States citizen with a listed business address at 1910 Pacific Ave Suite 2000, Dallas, TX 75201, United States, as disclosed in the identification section.

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

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Learn about SEC filing dates





92846Q107

(CUSIP Number)
08/17/2026

(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





SCHEDULE 13G





SCHEDULE 13G



Fenelon Opportunity Fund Inc.
Signature:Gregory Fenelon
Name/Title:Chief Executive Officer
Date:08/17/2026
The Gregory Fenelon Revocable Living Trust
Signature:Gregory Fenelon
Name/Title:Trustee
Date:08/17/2026
Gregory Fenelon
Signature:Gregory Fenelon
Name/Title:Individually
Date:08/17/2026