We are live on ! Find out more
KO icon

Coca-Cola
KO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFM
2001
Wolff Financial Management
Michigan
$684K -$72.4K -1,109 -9%
PWM
2002
Proathlete Wealth Management
Florida
$684K +$33.9K +520 +5%
OCM
2003
Orser Capital Management
Texas
$683K – – –
KF
2004
Krilogy Financial
Missouri
$683K +$45K +690 +7%
RRA
2005
Round Rock Advisors
Connecticut
$682K +$142K +2,178 +25%
PGIM
2006
Pacific Global Investment Management
California
$682K -$5.75M -88,037 -89%
SLG
2007
Stanley-Laman Group
Pennsylvania
$681K +$105K +1,615 +17%
OL
2008
Owen LaRue
Kentucky
$678K +$52.9K +811 +8%
KJWM
2009
Kiley Juergens Wealth Management
Washington
$677K -$24.2K -371 -3%
CC
2010
Cadinha & Co
Hawaii
$676K -$169K -2,590 -19%
DOA
2011
D'Orazio & Associates
Virginia
$676K -$14K -215 -2%
AF
2012
Apexium Financial
Texas
$676K +$173K +2,652 +32%
PCP
2013
Proficio Capital Partners
Massachusetts
$675K +$224K +3,426 +46%
PWM
2014
Partners Wealth Management
California
$673K +$706K +10,812 New
MGWA
2015
Monument Group Wealth Advisors
Massachusetts
$673K – – –
AC
2016
Apella Capital
Connecticut
$672K +$17.4K +267 +3%
WF
2017
WoodTrust Financial
Wisconsin
$672K +$196 +3 +0%
ECM
2018
Elgethun Capital Management
South Dakota
$671K +$17.5K +268 +3%
GWA
2019
Gratus Wealth Advisors
Virginia
$670K -$119K -1,818 -14%
TCM
2020
Thoma Capital Management
Maryland
$669K +$701K +10,738 New
IFWM
2021
Institute for Wealth Management
Colorado
$666K +$3.26K +50 +0.5%
NRG
2022
Nemes Rush Group
Michigan
$666K -$85.5K -1,310 -11%
BT
2023
Brandywine Trust
Delaware
$665K – – –
LSA
2024
L & S Advisors
California
$664K -$30.2K -463 -4%
SCM
2025
Spreng Capital Management
Ohio
$663K -$20.2K -310 -3%
79 80
81
82 83