B. Riley Wealth Advisors, Inc.

Position in CL — Colgate Palmolive Co

CIK 1464811 MEMPHIS, TN

Back to CL Full portfolio

Position in CL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$792,390

+$76,203 QoQ

Shares Held

8,643

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#983

of 2,002 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CL Over Time

Shares Held

Position Value (USD)

Derivatives in CL

reported options exposure · as of Sep 30, 2025

CallValue

$31,976

CallShares

40,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $11,181,968 across 5 Household & Personal Products names. CL ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	62,714	$9,196,380
2	CL	Colgate Palmolive Co This page	8,643	$792,390
3	KMB	Kimberly Clark Corp	5,148	$565,095
4	UL	Unilever PLC	7,047	$423,665
5	KVUE	Kenvue Inc.	10,698	$204,438

All Filings in CL

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,390	8,643	+2.9%	Shares	Sole	2026-07-14
2026-03-31	$716,187	8,403	-8.5%	Shares	Sole	2026-04-27
2025-12-31	$725,956	9,187	-8.3%	Shares	Sole	2026-02-17
2025-09-30	$31,976	40,000	+9900.0%	Call	Sole	2025-10-31
2025-09-30	$800,519	10,014	-13.1%	Shares	Sole	2025-10-31
2025-06-30	$36,360	400	—	Call	Sole	2025-08-19
2025-06-30	$1,047,804	11,527	-18.9%	Shares	Sole	2025-08-19
2024-12-31	$1,291,740	14,209	-10.4%	Shares	Sole	2025-02-25
2024-09-30	$1,646,634	15,862	-11.1%	Shares	Sole	2024-12-13
2024-06-30	$1,732,261	17,851	+7.3%	Shares	Sole	2024-08-19
2024-03-31	$1,498,341	16,639	+0.8%	Shares	Sole	2024-05-16
2023-12-31	$1,315,294	16,501	-0.8%	Shares	Sole	2024-03-15
2023-09-30	$1,183,199	16,639	-73.0%	Shares	Sole	2023-12-01
2023-06-30	$4,740,117	61,528	+182.2%	Shares	Sole	2023-07-27
2023-03-31	$1,638,420	21,802	+24.9%	Shares	Sole	2023-05-17
2022-12-31	$1,375,358	17,456	-1.2%	Shares	Sole	2023-03-15
2022-09-30	$1,240,685	17,661	+23.0%	Shares	Other	2022-11-22
2022-06-30	$1,150,810	14,360	+1.5%	Shares	Other	2022-08-12
2022-03-31	$1,072,387	14,142	-7.3%	Shares	Other	2022-05-02
2021-12-31	$1,302,032	15,257	-1.6%	Shares	Other	2022-01-28
2021-09-30	$1,171,792	15,504	-2.5%	Shares	Other	2021-11-16
2021-06-30	$1,293,220	15,897	+3.2%	Shares	Other	2021-08-10
2021-03-31	$1,214,376	15,405	+28.7%	Shares	Other	2021-05-13
2020-12-31	$1,023,811	11,973	-3.7%	Shares	Other	2021-02-04
2020-09-30	$959,437	12,436	+41.8%	Shares	Other	2020-11-09
2020-06-30	$642,490	8,770	-4.6%	Shares	Other	2020-07-31
2020-03-31	$609,848	9,190	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.