J.W. COLE ADVISORS, INC.

Position in CL — Colgate Palmolive Co

CIK 1404763 TAMPA, FL

Position in CL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,286,224

+$386,663 QoQ

Shares Held

24,937

+3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#629

of 2,002 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $21,708,566 across 5 Household & Personal Products names. CL ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	113,085	$16,582,784
2	CL	Colgate Palmolive Co This page	24,937	$2,286,224
3	KMB	Kimberly Clark Corp	12,800	$1,405,056
4	UL	Unilever PLC	19,122	$1,149,614
5	CLX	Clorox Co /De/	2,985	$284,888

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,286,224	24,937	+3.7%	Shares	Sole	2026-07-21
2025-12-31	$1,899,561	24,039	-4.8%	Shares	Sole	2026-02-11
2025-09-30	$2,018,884	25,255	-6.9%	Shares	Sole	2025-11-05
2025-06-30	$2,465,935	27,128	+6.8%	Shares	Sole	2025-08-12
2025-03-31	$2,380,167	25,402	+65.0%	Shares	Sole	2025-05-05
2024-12-31	$1,399,741	15,397	+0.6%	Shares	Sole	2025-01-31
2024-09-30	$1,589,434	15,311	+40.0%	Shares	Sole	2024-10-24
2024-06-30	$1,060,938	10,933	+21.7%	Shares	Sole	2024-08-08
2024-03-31	$808,649	8,980	-7.2%	Shares	Sole	2024-04-30
2023-12-31	$771,273	9,676	-30.2%	Shares	Sole	2024-01-31
2023-09-30	$985,086	13,853	+5.0%	Shares	Sole	2023-10-24
2023-06-30	$1,016,157	13,190	-30.9%	Shares	Sole	2023-07-27
2023-03-31	$1,433,636	19,077	+246.8%	Shares	Sole	2023-05-03
2022-12-31	$433,423	5,501	-7.5%	Shares	Sole	2023-02-14
2022-09-30	$417,776	5,947	-1.8%	Shares	Sole	2022-10-31
2022-06-30	$485,488	6,058	+3.5%	Shares	Sole	2022-07-27
2022-03-31	$443,984	5,855	-10.0%	Shares	Sole	2022-06-10
2021-12-31	$555,307	6,507	+9.0%	Shares	Sole	2022-01-25
2021-09-30	$451,288	5,971	-6.0%	Shares	Sole	2021-10-26
2021-06-30	$516,491	6,349	-24.5%	Shares	Sole	2021-08-06
2021-03-31	$662,644	8,406	+12.3%	Shares	Sole	2021-04-28
2020-12-31	$640,298	7,488	-43.5%	Shares	Sole	2021-02-12
2020-09-30	$1,021,620	13,242	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.