We are live on ! Find out more
KO icon

Coca-Cola
KO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2001
Alera Investment Advisors
Illinois
$559K +$22.1K +365 +4%
CMANY
2002
Capital Management Associates (New York)
New York
$558K – – –
CAGAS
2003
Capital Advisory Group Advisory Services
Minnesota
$557K +$45.7K +755 +9%
LFA
2004
Laraway Financial Advisors
Minnesota
$555K -$30.3K -500 -5%
RDWM
2005
Red Door Wealth Management
Tennessee
$553K +$8.29K +137 +2%
SSWM
2006
Strait & Sound Wealth Management
California
$552K +$11.8K +195 +2%
FS
2007
Ferguson Shapiro
Georgia
$551K +$363 +6 +0.1%
PWMG
2008
Provence Wealth Management Group
California
$551K +$228K +3,767 +74%
ACP
2009
Aviance Capital Partners
Florida
$550K +$93.7K +1,547 +21%
FNC
2010
First National Corp
Massachusetts
$549K +$60.5K +1,000 +13%
FPAS
2011
Focus Partners Advisor Solutions
Missouri
$548K +$38.3K +633 +8%
CWC
2012
Carolinas Wealth Consulting
North Carolina
$548K -$57.4K -948 -2%
HAC
2013
Harbor Advisory Corp
New Hampshire
$547K – – –
MWA
2014
Monograph Wealth Advisors
California
$547K -$235K -3,886 -31%
FAB
2015
First American Bank
Illinois
$547K +$6.9K +114 +1%
FMP
2016
Financial Management Professionals
Texas
$546K +$145K +2,395 +37%
LWM
2017
Lodestone Wealth Management
Washington
$546K -$1.7K -28 -0.3%
FUBT
2018
First United Bank & Trust
Maryland
$546K -$18.2K -300 -3%
1WA
2019
180 Wealth Advisors
Washington
$545K -$12.1K -200 -2%
CIA
2020
Cape Investment Advisory
Georgia
$544K +$531K +8,770 New
TT
2021
TI-Trust
Illinois
$541K – – –
ECM
2022
Elgethun Capital Management
South Dakota
$540K – – –
TPW
2023
Transatlantique Private Wealth
New York
$540K +$20.6K +340 +4%
BG
2024
Benedetti & Gucer
Georgia
$539K +$2.3K +38 +0.4%
PI
2025
Pettee Investors
Connecticut
$539K – – –
79 80
81
82 83