We are live on ! Find out more
KO icon

Coca-Cola
KO

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2001
Permit Capital
Pennsylvania
$56K – – –
CTB
2002
Country Trust Bank
Illinois
$56K +$54K +1,128 +2,507%
WCM
2003
WealthBridge Capital Management
Ohio
$56K +$57K +1,191 New
BC
2004
Barnett & Company
Tennessee
$54K -$33.4K -697 -38%
PFO
2005
Pathstone Family Office
New Jersey
$53K +$46.4K +969 +713%
AWMS
2006
Advocacy Wealth Management Services
Georgia
$50K – – –
PWM
2007
PRW Wealth Management
Massachusetts
$50K +$50.2K +1,049 New
CFN
2008
Cordasco Financial Network
Florida
$49K +$10.2K +214 +26%
LF
2009
Lee Financial
Texas
$48K – – –
CPA
2010
Cowen Prime Advisors
New York
$47K -$311K -6,500 -87%
AS
2011
Altshuler Shaham
Israel
$46K -$10.8K -226 -19%
FGC
2012
Financial Gravity Companies
Texas
$45K +$44.6K +932 New
MI
2013
Markston International
New York
$44K – – –
WAS
2014
Winch Advisory Services
Wisconsin
$43K +$718 +15 +2%
NL
2015
NVWM LLC
Pennsylvania
$41K -$1.29K -27 -3%
AA
2016
AlphaMark Advisors
Kentucky
$41K +$670 +14 +2%
TFA
2017
Transamerica Financial Advisors
Florida
$41K +$34.5K +721 +568%
SPL
2018
Smart Portfolios LLC
Washington
$40K -$1.34K -28 -3%
WAM
2019
Watermark Asset Management
California
$39K – – –
PCA
2020
Providence Capital Advisors
North Carolina
$38K -$21.5K -450 -36%
SIA
2021
SeaBridge Investment Advisors
New Jersey
$38K – – –
SHJ
2022
Sharkey, Howes & Javer
Colorado
$38K – – –
KC
2023
Knuff & Co
California
$38K +$38.3K +800 New
SL
2024
Salomon & Ludwin
Virginia
$38K +$38.3K +800 New
GT
2025
Glenmede Trust
Pennsylvania
$37.4K +$1.3M +27,066 +4%
79 80
81
82 83