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Coca-Cola Company shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 231k 66.32
2025-06-30 $19M 267k 70.75
2025-03-31 $20M 285k 71.62
2024-12-31 $19M 311k 62.26
2024-09-30 $22M 305k 71.86
2024-06-30 $20M 306k 63.65
2024-03-31 $18M 297k 61.18
2023-12-31 $14M 236k 58.93

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Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Franklin Resources
Wellington Management Company
UBS Group
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Coca-Cola Company