Position in KO
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$9,945,822
+$921,577 QoQ
Shares Held
122,380
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#652
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $31,003,162 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (32.1% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,945,822 | 122,380 | Shares | Other | 2026-08-20 | |
| 2026-03-31 | $9,024,245 | 118,662 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $8,233,859 | 117,778 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,633,100 | 115,095 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $6,767,874 | 95,659 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $6,129,669 | 85,586 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,302,372 | 85,165 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,008,286 | 83,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,191,103 | 81,557 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,067,478 | 82,829 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,243,532 | 88,979 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,016,591 | 89,614 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,435,938 | 90,268 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,545,730 | 89,404 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,643,797 | 88,725 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,791,222 | 85,527 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,238,641 | 83,272 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,184,192 | 83,616 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,946,166 | 83,536 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,293,515 | 81,828 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,473,490 | 82,674 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,318,214 | 81,924 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,496,496 | 81,993 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,087,786 | 82,799 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,752,360 | 83,983 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,748,860 | 84,720 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||