Position in CL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$878,844
+$147,145 QoQ
Shares Held
9,586
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#943
of 2,002 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Montecito Bank & Trust holds $4,746,620 across 2 Household & Personal Products names. CL ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
26,376 | $3,867,776 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
9,586 | $878,844 |
All Filings in CL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,844 | 9,586 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $731,699 | 8,585 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $806,004 | 10,200 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,197,021 | 14,974 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $1,218,193 | 13,001 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,120,011 | 12,320 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,173,260 | 11,302 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $626,005 | 6,451 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $343,000 | 3,809 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||