COCO at a glance
Vita Coco Company, Inc. (COCO, SEC CIK 1482981) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Vita Coco Company, Inc. (COCO) reported revenue of $609.8 million (up 18.2% from FY2024) and net income of $71.3 million. Diluted EPS was $1.19.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Vita Coco Company, Inc. (COCO) shares worth $1.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Sadowsky Kenneth on June 17, 2026 of 3,900 shares at $82.92 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $609.8M
- +18.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 34 funds
- $1.7B · +5 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Leading global coconut and plant waters brand with asset-light supply chain sourcing from 16 factories in six countries
- Ceased Runa energy drink in Dec 2023 and Ever & Ever aluminum bottled water production in 2024, focusing on core coconut-based beverages
- Strategic emphasis on expanding Vita Coco product portfolio with new innovation Vita Coco Treats and redesign of PWR LIFT for protein drink category in 2026
- Market share: Vita Coco holds >40% U.S. coconut water market and 80% market share in U.K. as of 2025, with 336 employees globally
- Recertified as Certified B Corporation in 2025, improving score and reinforcing public benefit corporation status and sustainability commitments
Risk Factors
- Regulatory risk: Exposure to tariffs and trade tensions impacting supply chain costs and ocean freight rates, with material financial effects in recent years
- Macroeconomic risk: Americas segment generates 83% of revenue, so U.S. market slowdown could materially reduce total company revenue and cash flow
- Supply chain vulnerability: Heavy dependence on third-party co-packing and manufacturing partners across countries like Philippines, Sri Lanka, Malaysia, and Brazil, risking delays and cost increases
- Competitive risk: Competition from large multinational beverage companies with greater resources who may launch competing coconut water or functional drinks
- Financial risk: Revenue concentration with largest distributor and retail customer accounting for 44% of net sales, risking material impact if relationships deteriorate
Management Discussion & Analysis
- Revenue $609.8M in 2025, up 18.2% YoY ($93.8M increase), driven by Vita Coco Coconut Water growth in Americas and International segments
- Gross margin 36.5% in 2025 vs 38.5% in 2024, down 2.0 percentage points due to tariffs, higher product and transportation costs
- Best performing segment: International net sales up 37.1% to $101.0M with 34.9% gross margin; worst performing: Americas Private Label sales down 30.2% to $62.7M
- Net income $71.3M, up 27.5%; SG&A expenses $140.1M, up 12.1%; cash and equivalents $196.9M at year-end; $16M tariffs paid in 2025
- Management highlights ongoing tariff and supply chain risks, cautious outlook on transportation cost volatility, focus on innovation and expanding retail and e-commerce channels
AI summary of the COCO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue and year-over-year change not provided in supplied MD&A excerpt
- Profitability and margin percentages not provided in supplied MD&A excerpt
- Segment or product-line performance not provided in supplied MD&A excerpt
- Tariff refunds $15.6M in quarter, reducing cost of goods sold and boosting earnings
- Additional tariff policies, geopolitical instability, and cost volatility as near-term headwinds
Risk Factors
- New acquisition risk triggered by July 2026 Copra purchase, requiring cross-border integration across operations, supply chain, quality, finance, and human resources
- New operating-model risk triggered by Thailand facility ownership, adding fixed costs, capital expenditures, idle capacity, and single-site production concentration
- New regulatory and compliance exposure from Thai manufacturing, including foreign laws, permitting, employment regulations, export controls, and trade policies
- New operational risk from Copra’s refrigerated products, where temperature failures could cause spoilage, recalls, or food-safety incidents
- New market and supply-chain risk from February 2026 Iran conflict, disrupting Strait of Hormuz shipping and increasing energy, commodity, and logistics costs
AI summary of the COCO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 results announced for periods ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial figures and management commentary
Item 1.01: Entry into a Material Definitive Agreement
- Closing Stock Consideration issued to Copra securityholders under Section 4(a)(2) private-placement exemption
- Unregistered shares subject to Securities Act resale restrictions absent registration or another exemption
Item 7.01: Regulation FD Disclosure
- Merger announcement and investor presentation issued July 22, 2026
- Exhibit 99.1 contains the merger press release; Exhibit 99.2 contains transaction presentation
Item EX-99.1: Item EX-99.1
- Copra acquired July 22, 2026, expanding Vita Coco into super-premium Thai Nam Hom coconut water
- Upfront consideration $175 million, including 80% cash and remaining Vita Coco common stock
Item 5.07: Submission of Matters to a Vote of Security Holders
- 50,426,796 shares represented, equal to approximately 88.49% of voting power
- Shelley Broader, Michael Kirban, and Kenneth Sadowsky elected as Class II directors through 2029
AI summaries of COCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for COCO
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- Fund moves. Which tracked funds opened, added or cut COCO, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Burth Jonathan | F | Aug 15, 2026 | 10,801 | $65.21 |
| Prior Jane | F | Aug 15, 2026 | 10,801 | $65.21 |
| van Es Charles | F | Aug 15, 2026 | 10,801 | $65.21 |
| Sadowsky Kenneth | Sell | Jun 17, 2026 | 3,900 | $82.92 |
| Liran Ira | Sell | Jun 12, 2026 | 74,232 | $80.29 |
| Liran Ira | Sell | Jun 12, 2026 | 73,842 | $80.32 |
| Liran Ira | Sell | Jun 11, 2026 | 96,158 | $79.14 |
| Burth Jonathan | M | Jun 11, 2026 | 23,575 | $10.18 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $516.0M | $609.8M |
| Gross Profit | - | $198.8M | $222.6M |
| Operating Income | - | $73.8M | $82.5M |
| Net Income | - | $56.0M | $71.3M |
| Gross Margin | - | 38.5% | 36.5% |
| Op. Margin | - | 14.3% | 13.5% |
| Net Margin | - | 10.8% | 11.7% |
| Balance Sheet | |||
| Total Assets | $285.7M | $362.4M | $461.2M |
| Equity | - | $258.8M | $331.5M |
| ROE | - | 21.6% | 21.5% |
| Per Share | |||
| EPS | - | $0.94 | $1.19 |
| Cash Flow | |||
| Operating CF | - | $42.9M | $47.2M |
| CapEx | $599K | $974K | $8.1M |
Source: XBRL data in Vita Coco Company, Inc. (COCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate COCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.70B |
| Q1 2026 | 29 | $1.21B |
| Q4 2025 | 26 | $1.20B |
| Q3 2025 | 27 | $843.6M |
| Q2 2025 | 27 | $617.7M |
| Q1 2025 | 23 | $340.7M |
| Q4 2024 | 20 | $385.9M |
| Q3 2024 | 16 | $173.5M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 202 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
COCO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
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COCO SEC filings: frequently asked questions
Which institutions hold COCO stock?
As of June 30, 2026, the largest Vita Coco Company, Inc. (COCO) holders among the 13F filers tracked by SignalX were BlackRock ($463.7 million), FMR LLC (Fidelity) ($212.6 million), Vanguard Capital Management LLC ($138.5 million), State Street Corp ($122.3 million), Vanguard Portfolio Management LLC ($82.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was COCO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Vita Coco Company, Inc. (COCO) reported revenue of $609.8 million (up 18.2% from FY2024) and net income of $71.3 million. Diluted EPS was $1.19. The figures come from the XBRL data in the 10-K.
What are the main risks in COCO's latest 10-K?
In the 10-K filed February 18, 2026, Vita Coco Company, Inc. (COCO) flagged: Regulatory risk: Exposure to tariffs and trade tensions impacting supply chain costs and ocean freight rates, with material financial effects in recent years. Macroeconomic risk: Americas segment generates 83% of revenue, so U.S. market slowdown could materially reduce total company revenue and cash flow. (AI summary of the Risk Factors section.)
What did COCO report in its latest 8-K?
Vita Coco Company, Inc. (COCO) filed an 8-K on July 23, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and first-half 2026 results announced for periods ended June 30, 2026.
What are the latest COCO SEC filings?
Vita Coco Company, Inc. (COCO) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on August 19, 2026.
What is COCO's SEC CIK number?
Vita Coco Company, Inc. (COCO)'s SEC Central Index Key (CIK) is 1482981. EDGAR lists every COCO filing under that number.
Ask anything about COCO
The research agent reads COCO's filings, financials, insider trades and 13F holders, then answers with sources.