We are live on ! Find out more
KO icon

Coca-Cola
KO

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
2001
Red Door Wealth Management
Tennessee
$250K +$2.86K +62 +1%
SSWG
2002
Seven Springs Wealth Group
Tennessee
$249K – – –
BFWA
2003
Benchmark Financial Wealth Advisors
Florida
$249K +$256K +5,566 New
TWM
2004
Titus Wealth Management
California
$248K -$6.91K -150 -3%
IRC
2005
Investors Research Corp
Georgia
$247K – – –
IIC
2006
Integrated Investment Consultants
Michigan
$246K -$461 -10 -0.2%
NICM
2007
Neo Ivy Capital Management
New York
$244K +$115K +2,505 +84%
TSWM
2008
Triangle Securities Wealth Management
North Carolina
$243K -$37.1K -805 -13%
IRAG
2009
Investment Research & Advisory Group
Georgia
$243K -$3.69K -80 -1%
AIM
2010
Acropolis Investment Management
Missouri
$242K +$30.2K +656 +14%
AFAS
2011
Acorn Financial Advisory Services
Virginia
$241K +$19.8K +430 +9%
LWM
2012
Liberty Wealth Management
California
$240K -$7.88K -171 -3%
LF
2013
Lantz Financial
Illinois
$239K -$21.1K -459 -8%
PCMC
2014
Private Capital Management (Colorado)
Colorado
$239K +$246K +5,341 New
DA
2015
Dillon & Associates
Michigan
$237K -$44.4K -963 -15%
CCM
2016
Canal Capital Management
Virginia
$237K -$599 -13 -0.2%
SEC
2017
Seven Eight Capital
New York
$237K +$244K +5,300 New
LB
2018
Legacy Bridge
Iowa
$236K -$70.8K -1,538 -23%
EI
2019
Ellevest Inc
New York
$236K +$39.8K +863 +20%
EAM
2020
Erste Asset Management
Austria
$235K -$2.33M -50,675 -91%
SCM
2021
Silvant Capital Management
Georgia
$235K – – –
SNB
2022
Security National Bank
Nebraska
$235K +$8.02K +174 +3%
FQ
2023
First Quadrant
California
$235K +$60.1K +1,305 +33%
AP
2024
Advisors Preferred
Maryland
$234K -$772K -16,758 -76%
BAAM
2025
Baker Avenue Asset Management
California
$234K +$241K +5,227 New
79 80
81
82 83