A detailed history of Clifford Swan Investment Counsel LLC transactions in Coca Cola CO stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 83,611 shares of KO stock, worth $5.25 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
83,611
Previous 81,557 2.52%
Holding current value
$5.25 Million
Previous $5.19 Million 15.74%
% of portfolio
0.22%
Previous 0.2%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$62.69 - $73.01 $128,765 - $149,962
2,054 Added 2.52%
83,611 $6.01 Million
Q2 2024

Aug 06, 2024

SELL
$58.06 - $64.15 $73,852 - $81,598
-1,272 Reduced 1.54%
81,557 $5.19 Million
Q1 2024

Apr 16, 2024

SELL
$58.91 - $61.24 $362,296 - $376,626
-6,150 Reduced 6.91%
82,829 $5.07 Million
Q4 2023

Feb 06, 2024

SELL
$52.38 - $59.93 $33,261 - $38,055
-635 Reduced 0.71%
88,979 $5.24 Million
Q3 2023

Nov 09, 2023

SELL
$55.81 - $63.05 $36,499 - $41,234
-654 Reduced 0.72%
89,614 $5.02 Million
Q2 2023

Aug 03, 2023

BUY
$59.66 - $64.3 $51,546 - $55,555
864 Added 0.97%
90,268 $5.44 Million
Q1 2023

May 05, 2023

BUY
$58.86 - $63.4 $39,965 - $43,048
679 Added 0.77%
89,404 $5.55 Million
Q4 2022

Feb 02, 2023

BUY
$54.39 - $64.37 $173,939 - $205,855
3,198 Added 3.74%
88,725 $5.64 Million
Q3 2022

Nov 04, 2022

BUY
$56.02 - $65.22 $126,325 - $147,071
2,255 Added 2.71%
85,527 $4.79 Million
Q2 2022

Aug 04, 2022

SELL
$59.07 - $66.21 $20,320 - $22,776
-344 Reduced 0.41%
83,272 $5.24 Million
Q1 2022

May 03, 2022

BUY
$57.88 - $62.85 $4,630 - $5,028
80 Added 0.1%
83,616 $5.18 Million
Q4 2021

Feb 11, 2022

BUY
$52.3 - $59.21 $89,328 - $101,130
1,708 Added 2.09%
83,536 $4.95 Million
Q3 2021

Nov 02, 2021

SELL
$52.47 - $57.48 $44,389 - $48,628
-846 Reduced 1.02%
81,828 $4.29 Million
Q2 2021

Aug 05, 2021

BUY
$52.51 - $56.24 $39,382 - $42,180
750 Added 0.92%
82,674 $4.64 Million
Q1 2021

May 07, 2021

SELL
$48.15 - $53.85 $3,322 - $3,715
-69 Reduced 0.08%
81,924 $4.32 Million
Q4 2020

Feb 11, 2021

SELL
$47.96 - $54.84 $38,655 - $44,201
-806 Reduced 0.97%
81,993 $4.5 Million
Q3 2020

Oct 30, 2020

SELL
$43.91 - $51.19 $51,989 - $60,608
-1,184 Reduced 1.41%
82,799 $4.09 Million
Q2 2020

Aug 06, 2020

SELL
$42.12 - $49.85 $31,042 - $36,739
-737 Reduced 0.87%
83,983 $3.75 Million
Q1 2020

Apr 09, 2020

SELL
$37.56 - $60.13 $27,493 - $44,015
-732 Reduced 0.86%
84,720 $3.75 Million
Q3 2019

Nov 12, 2019

SELL
$51.22 - $55.77 $369,398 - $402,213
-7,212 Reduced 7.78%
85,452 $4.65 Million
Q2 2019

Aug 13, 2019

SELL
$46.18 - $51.92 $69,547 - $78,191
-1,506 Reduced 1.6%
92,664 $4.72 Million
Q1 2019

May 14, 2019

SELL
$44.69 - $49.79 $167,453 - $186,563
-3,747 Reduced 3.83%
94,170 $4.41 Million
Q4 2018

Feb 13, 2019

SELL
$44.64 - $50.51 $136,955 - $154,964
-3,068 Reduced 3.04%
97,917 $4.64 Million
Q3 2018

Nov 14, 2018

BUY
$43.75 - $46.73 $74,331 - $79,394
1,699 Added 1.71%
100,985 $4.67 Million
Q2 2018

Aug 13, 2018

SELL
$41.55 - $44.88 $103,708 - $112,020
-2,496 Reduced 2.45%
99,286 $4.36 Million
Q1 2018

May 09, 2018

SELL
$42.33 - $48.53 $19,895 - $22,809
-470 Reduced 0.46%
101,782 $4.42 Million
Q4 2017

Feb 09, 2018

BUY
$44.8 - $47.43 $506,687 - $536,433
11,310 Added 12.44%
102,252 $4.69 Million
Q3 2017

Nov 13, 2017

BUY
$44.64 - $46.87 $28,078 - $29,481
629 Added 0.7%
90,942 $4.09 Million
Q2 2017

Aug 11, 2017

BUY
N/A
90,313
90,313 $4.05 Million

Others Institutions Holding KO

About COCA COLA CO


  • Ticker KO
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 4,324,510,208
  • Market Cap $272B
  • Description
  • The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks; flavored and enhanced water, and sports drinks; juice, dairy, and plant?based beverages; tea and coffee; and energy drinks. It also offers beverage concentrates and syrups, as well as f...
More about KO
Track This Portfolio

Track Clifford Swan Investment Counsel LLC Portfolio

Follow Clifford Swan Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.