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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,503 positions · $124,608,059,289 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in KO

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $452,621,993 5,951,637
2025-12-31 $356,888,592 5,104,972
2025-09-30 $340,655,730 5,136,546
2025-06-30 $400,568,954 5,661,752
2025-03-31 $406,294,673 5,672,922
2024-12-31 $313,186,602 5,030,302
2024-09-30 $354,715,260 4,936,199
2024-06-30 $308,561,260 4,847,781
2024-03-31 $288,598,296 4,717,200
2023-12-31 $328,930,052 5,581,708
2023-09-30 $289,484,223 5,171,208
2023-06-30 $270,917,314 4,498,793
2023-03-31 $304,413,837 4,907,526
2022-12-31 $285,724,542 4,491,818
2022-09-30 $229,805,131 4,102,198
2022-06-30 $265,820,354 4,225,407
2022-03-31 $171,777,882 2,770,611
2021-12-31 $173,062,244 2,922,855
2021-09-30 $154,543,826 2,945,375
2021-06-30 $156,577,295 2,893,685
2021-03-31 $141,097,343 2,676,861
2020-12-31 $110,887,851 2,022,025
2020-09-30 $100,713,220 2,039,968
2020-06-30 $99,064,630 2,217,203
2020-03-31 $98,480,764 2,225,554