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Harvest
Tax-loss replacement research
COCO
The Vita Coco Company
Consumer StaplesBeveragesSoft Drinks & Non-alcoholic Beverages
7 stocks · 12 ETFs
data as of Aug 24, 2026
REPLACEMENT RESEARCH

Tax-loss harvesting alternatives for COCO

Among the 7 Soft Drinks & Non-alcoholic Beverages peers screened, CELH (Celsius Holdings) has tracked COCO most closely over the past year, with a return correlation of 0.12. The strongest fund stand-in is IVV (iShares Core S&P 500) at 0.15 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

TickerNameSub-industry1Y3Y5Y10Y
CELHCelsius HoldingsSoft Drinks & Non-alcoholic Beverages0.120.180.23
COKECoca-Cola ConsolidatedSoft Drinks & Non-alcoholic Beverages0.090.110.18
KDPKeurig Dr PepperSoft Drinks & Non-alcoholic Beverages0.060.110.14
KOCoca-Cola Co.Soft Drinks & Non-alcoholic Beverages0.060.080.16
PEPPepsiCo Inc.Soft Drinks & Non-alcoholic Beverages0.020.070.15
FIZZNational Beverage Corp.Soft Drinks & Non-alcoholic Beverages-0.090.100.22
MNSTMonster BeverageSoft Drinks & Non-alcoholic Beverages-0.11-0.040.02
ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

TickerNameFocusMatch1Y3Y5Y10Y
IVViShares Core S&P 500S&P 500BROAD0.150.240.32
VOOVanguard S&P 500 ETFS&P 500BROAD0.140.240.32
SPYSPDR S&P 500 ETFS&P 500BROAD0.140.240.32
VTIVanguard Total Stock MarketTotal US MarketBROAD0.130.240.32
IWFiShares Russell 1000 GrowthLarge GrowthBROAD0.110.220.32
RTHVanEck Retail ETFRetailINDUSTRY0.090.200.29
VDCVanguard Consumer Staples ETFCons Staples SectorSECTOR0.080.150.24
IYKiShares US Consumer Staples ETFCons Staples SectorSECTOR0.070.100.19
PBJInvesco Food & Beverage ETFFood & BeverageINDUSTRY0.070.220.25
IWMiShares Russell 2000Small-CapBROAD0.070.190.28
FSTAFidelity MSCI Consumer StaplesCons Staples SectorSECTOR0.070.150.24
XLPConsumer Staples Select SPDRCons Staples SectorSECTOR0.050.120.21
NEXT STEPS

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.