Clifford Swan Investment Counsel’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.02M | Buy |
118,662
+884
| +0.8% | +$66.8K | 0.31% | 88 |
|
|
2025
Q4 | $8.23M | Buy |
117,778
+2,683
| +2% | +$187K | 0.27% | 96 |
|
|
2025
Q3 | $7.63M | Buy |
115,095
+19,436
| +20% | +$1.34M | 0.25% | 97 |
|
|
2025
Q2 | $6.77M | Buy |
95,659
+10,073
| +12% | +$718K | 0.24% | 97 |
|
|
2025
Q1 | $6.13M | Buy |
85,586
+421
| +0.5% | +$28.1K | 0.23% | 99 |
|
|
2024
Q4 | $5.3M | Buy |
85,165
+1,554
| +2% | +$101K | 0.19% | 108 |
|
|
2024
Q3 | $6.01M | Buy |
83,611
+2,054
| +3% | +$141K | 0.21% | 104 |
|
|
2024
Q2 | $5.19M | Sell |
81,557
-1,272
| -2% | -$78.7K | 0.19% | 108 |
|
|
2024
Q1 | $5.07M | Sell |
82,829
-6,150
| -7% | -$369K | 0.19% | 109 |
|
|
2023
Q4 | $5.24M | Sell |
88,979
-635
| -0.7% | -$36.1K | 0.2% | 105 |
|
|
2023
Q3 | $5.02M | Sell |
89,614
-654
| -0.7% | -$39.2K | 0.21% | 103 |
|
|
2023
Q2 | $5.44M | Buy |
90,268
+864
| +1% | +$53.8K | 0.22% | 104 |
|
|
2023
Q1 | $5.55M | Buy |
89,404
+679
| +0.8% | +$41.1K | 0.23% | 106 |
|
|
2022
Q4 | $5.64M | Buy |
88,725
+3,198
| +4% | +$193K | 0.25% | 104 |
|
|
2022
Q3 | $4.79M | Buy |
85,527
+2,255
| +3% | +$140K | 0.22% | 106 |
|
|
2022
Q2 | $5.24M | Sell |
83,272
-344
| -0.4% | -$21.8K | 0.23% | 105 |
|
|
2022
Q1 | $5.18M | Buy |
83,616
+80
| +0.1% | +$4.87K | 0.19% | 112 |
|
|
2021
Q4 | $4.95M | Buy |
83,536
+1,708
| +2% | +$95.1K | 0.17% | 115 |
|
|
2021
Q3 | $4.6M | Sell |
81,828
-846
| -1% | -$47.2K | 0.17% | 114 |
|
|
2021
Q2 | $4.64M | Buy |
82,674
+750
| +0.9% | +$40.8K | 0.18% | 110 |
|
|
2021
Q1 | $4.32M | Sell |
81,924
-69
| -0.1% | -$3.47K | 0.18% | 110 |
|
|
2020
Q4 | $4.5M | Sell |
81,993
-806
| -1% | -$41.7K | 0.2% | 110 |
|
|
2020
Q3 | $4.09M | Sell |
82,799
-1,184
| -1% | -$56.9K | 0.2% | 110 |
|
|
2020
Q2 | $3.75M | Sell |
83,983
-737
| -0.9% | -$33.9K | 0.19% | 107 |
|
|
2020
Q1 | $3.75M | Sell |
84,720
-732
| -0.9% | -$39.5K | 0.23% | 102 |
|
|
2019
Q4 | $4.73M | Hold |
85,452
| – | – | 0.23% | 103 |
|
|
2019
Q3 | $4.65M | Sell |
85,452
-7,212
| -8% | -$386K | 0.24% | 101 |
|
|
2019
Q2 | $4.72M | Sell |
92,664
-1,506
| -2% | -$73.8K | 0.25% | 101 |
|
|
2019
Q1 | $4.41M | Sell |
94,170
-3,747
| -4% | -$175K | 0.24% | 101 |
|
|
2018
Q4 | $4.64M | Sell |
97,917
-3,068
| -3% | -$147K | 0.28% | 94 |
|
|
2018
Q3 | $4.67M | Buy |
100,985
+1,699
| +2% | +$77.6K | 0.24% | 98 |
|
|
2018
Q2 | $4.36M | Sell |
99,286
-2,496
| -2% | -$108K | 0.24% | 100 |
|
|
2018
Q1 | $4.42M | Sell |
101,782
-470
| -0.5% | -$21.1K | 0.25% | 101 |
|
|
2017
Q4 | $4.69M | Buy |
102,252
+11,310
| +12% | +$520K | 0.26% | 102 |
|
|
2017
Q3 | $4.09M | Buy |
90,942
+629
| +0.7% | +$28.6K | 0.25% | 100 |
|
|
2017
Q2 | $4.05M | Buy |
90,313
+4,634
| +5% | +$205K | 0.25% | 101 |
|
|
2017
Q1 | $3.64M | Buy |
85,679
+5,664
| +7% | +$236K | 0.23% | 100 |
|
|
2016
Q4 | $3.32M | Buy |
80,015
+125
| +0.2% | +$5.2K | 0.22% | 100 |
|
|
2016
Q3 | $3.38M | Buy |
79,890
+2,010
| +3% | +$88.1K | 0.23% | 96 |
|
|
2016
Q2 | $3.53M | Sell |
77,880
-4,129
| -5% | -$187K | 0.24% | 89 |
|
|
2016
Q1 | $3.8M | Sell |
82,009
-8,300
| -9% | -$361K | 0.26% | 89 |
|
|
2015
Q4 | $3.88M | Sell |
90,309
-6,346
| -7% | -$269K | 0.27% | 85 |
|
|
2015
Q3 | $3.88M | Sell |
96,655
-3,874
| -4% | -$155K | 0.28% | 82 |
|
|
2015
Q2 | $3.94M | Sell |
100,529
-5,999
| -6% | -$244K | 0.27% | 83 |
|
|
2015
Q1 | $4.32M | Sell |
106,528
-4,925
| -4% | -$206K | 0.28% | 82 |
|
|
2014
Q4 | $4.71M | Sell |
111,453
-2,838
| -2% | -$121K | 0.31% | 74 |
|
|
2014
Q3 | $4.88M | Sell |
114,291
-9,395
| -8% | -$388K | 0.33% | 72 |
|
|
2014
Q2 | $5.24M | Buy |
123,686
+163
| +0.1% | +$6.61K | 0.35% | 74 |
|
|
2014
Q1 | $4.78M | Buy |
123,523
+34,133
| +38% | +$1.32M | 0.33% | 75 |
|
|
2013
Q4 | $3.69M | Buy |
89,390
+39,313
| +79% | +$1.55M | 0.27% | 83 |
|
|
2013
Q3 | $1.9M | Sell |
50,077
-600
| -1% | -$23.7K | 0.15% | 100 |
|
|
2013
Q2 | $2.03M | Buy |
+50,677
| New | +$2.1M | 0.17% | 95 |
|
Other funds holding KO
VCM
VPM
Clifford Swan Investment Counsel's KO Position: Q1 2026 in Review
Clifford Swan Investment Counsel increased its Coca-Cola (KO) stake by 0.75% in Q1 2026, buying an estimated $66.8K and bringing the position to 118,662 shares worth $9.02M. The position accounts for 0.31% of the portfolio, ranked #88.
Clifford Swan Investment Counsel first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,562 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Clifford Swan Investment Counsel held 118,662 shares of Coca-Cola worth $9.02M as of Q1 2026.
- Clifford Swan Investment Counsel bought 884 Coca-Cola shares in Q1 2026, an estimated $66.8K.
- Coca-Cola made up 0.31% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #88 holding.
- Clifford Swan Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- 3,562 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.