Financial Gravity Companies, Inc.

Position in CL — Colgate Palmolive Co

CIK 1377167 Lakeway, TX

Position in CL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,833,278

+$554,415 QoQ

Shares Held

30,904

+23.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#582

of 2,002 holders

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Financial Gravity Companies, Inc. holds $5,504,710 across 4 Household & Personal Products names. CL ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co This page	30,904	$2,833,278
2	PG	PROCTER & GAMBLE Co	17,967	$2,634,680
3	UL	Unilever PLC	447	$26,873
4	KMB	Kimberly Clark Corp	90	$9,879

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,833,278	30,904	+23.3%	Shares	Sole	2026-08-05
2025-06-30	$2,278,863	25,070	+23.6%	Shares	Sole	2025-08-08
2024-12-31	$1,843,654	20,280	+3.2%	Shares	Sole	2025-02-14
2024-09-30	$2,040,904	19,660	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.