CLIFFORD SWAN INVESTMENT COUNSEL LLC: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFFORD SWAN INVESTMENT COUNSEL LLC on KO, newest first. How the timeline and the estimate are built.
CLIFFORD SWAN INVESTMENT COUNSEL LLC held 122,380 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 122,380 sharesChange vs previous 13F +3,718 shares
0.32% of the 13F portfolio, value $9,945,827.
13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 118,662 sharesChange vs previous 13F +884 shares
0.31% of the 13F portfolio, value $9,024,235.
13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 117,778 sharesChange vs previous 13F +2,683 shares
0.27% of the 13F portfolio, value $8,233,851.
13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 115,095 sharesChange vs previous 13F +19,436 shares
0.25% of the 13F portfolio, value $7,633,133.
13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 95,659 sharesChange vs previous 13F +10,073 shares
0.24% of the 13F portfolio, value $6,767,850.
13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 85,586 sharesChange vs previous 13F +421 shares
0.23% of the 13F portfolio, value $6,129,696.
13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 85,165 sharesChange vs previous 13F +1,554 shares
0.19% of the 13F portfolio, value $5,302,396.
13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 83,611 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $6,008,272.
13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).