Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Coca-Cola KO Stock Holding History

Envestnet Portfolio Solutions’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7M Buy
254,949
+29,658
+13% +$2.34M 0.1% 130
2026
Q1 		$17.1M Sell
225,291
-12,250
-5% -$926K 0.09% 127
2025
Q4 		$16.6M Buy
237,541
+7,065
+3% +$493K 0.06% 166
2025
Q3 		$15.3M Sell
230,476
-36,395
-14% -$2.5M 0.06% 173
2025
Q2 		$18.9M Sell
266,871
-17,713
-6% -$1.26M 0.07% 134
2025
Q1 		$20.4M Sell
284,584
-25,895
-8% -$1.73M 0.08% 121
2024
Q4 		$19.3M Buy
310,479
+5,718
+2% +$373K 0.06% 140
2024
Q3 		$21.9M Sell
304,761
-1,288
-0.4% -$88.2K 0.07% 134
2024
Q2 		$19.5M Buy
306,049
+8,897
+3% +$551K 0.07% 137
2024
Q1 		$18.2M Buy
297,152
+61,125
+26% +$3.67M 0.07% 143
2023
Q4 		$13.9M Buy
236,027
+17,754
+8% +$1.01M 0.06% 168
2023
Q3 		$12.2M Buy
+218,273
New +$13.1M 0.06% 162

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions's KO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $2.34M and bringing the position to 254,949 shares worth $20.7M. The position accounts for 0.1% of the portfolio, ranked #130.

Envestnet Portfolio Solutions first reported a position in KO in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.9M in Q3 2024. 1,003 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Envestnet Portfolio Solutions held 254,949 shares of Coca-Cola worth $20.7M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 29,658 Coca-Cola shares in Q2 2026, an estimated $2.34M.
  • Coca-Cola made up 0.1% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #130 holding.
  • Envestnet Portfolio Solutions first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Coca-Cola position peaked at $21.9M in Q3 2024.
  • 1,003 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.