Envestnet Portfolio Solutions, Inc.

Position in KO — Coca Cola Co

CIK 1998033 BERWYN, PA

Position in KO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$20,719,705

+$3,586,325 QoQ

Shares Held

254,949

+13.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#445

of 3,612 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $42,364,881 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	254,949	$20,719,705
2	PEP	Pepsico Inc	127,986	$17,329,304
3	MNST	Monster Beverage Corp	69,318	$3,331,423
4	CELH	Celsius Holdings, Inc.	25,018	$732,527
5	KDP	Keurig Dr Pepper Inc.	7,697	$251,922

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,719,705	254,949	+13.2%	Shares	Sole	2026-07-20
2026-03-31	$17,133,380	225,291	-5.2%	Shares	Sole	2026-04-29
2025-12-31	$16,606,491	237,541	+3.1%	Shares	Sole	2026-02-06
2025-09-30	$15,285,168	230,476	-13.6%	Shares	Sole	2025-10-30
2025-06-30	$18,881,123	266,871	-6.2%	Shares	Sole	2025-07-25
2025-03-31	$20,381,906	284,584	-8.3%	Shares	Sole	2025-04-21
2024-12-31	$19,330,422	310,479	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$21,900,125	304,761	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$19,480,018	306,049	+3.0%	Shares	Sole	2024-07-16
2024-03-31	$18,179,759	297,152	+25.9%	Shares	Sole	2024-05-06
2023-12-31	$13,909,071	236,027	+8.1%	Shares	Sole	2024-02-07
2023-09-30	$12,218,922	218,273	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.