Avidian Wealth Enterprises, LLC

Position in CL — Colgate Palmolive Co

CIK 1471474 HOUSTON, TX

Position in CL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$935,411

+$127,772 QoQ

Shares Held

10,203

+7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#918

of 2,002 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $8,096,864 across 5 Household & Personal Products names. CL ranks #5 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	20,035	$2,937,932
2	KMB	Kimberly Clark Corp	16,689	$1,831,951
3	UL	Unilever PLC	23,959	$1,440,415
4	CLX	Clorox Co /De/	9,966	$951,155
5	CL	Colgate Palmolive Co This page	10,203	$935,411

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$935,411	10,203	+7.7%	Shares	Sole	2026-07-24
2026-03-31	$807,639	9,476	+24.4%	Shares	Sole	2026-05-07
2025-12-31	$602,053	7,619	-16.0%	Shares	Sole	2026-02-02
2025-09-30	$724,895	9,068	+1.8%	Shares	Sole	2025-10-30
2025-06-30	$809,555	8,906	+2.4%	Shares	Sole	2025-07-30
2025-03-31	$814,627	8,694	+15.8%	Shares	Sole	2025-04-25
2024-12-31	$682,461	7,507	-1.6%	Shares	Sole	2025-01-29
2024-09-30	$791,862	7,628	-6.3%	Shares	Sole	2024-10-30
2024-06-30	$789,711	8,138	+7.2%	Shares	Sole	2024-08-06
2024-03-31	$683,569	7,591	-17.5%	Shares	Sole	2024-05-03
2023-12-31	$733,491	9,202	+2.4%	Shares	Sole	2024-02-06
2023-09-30	$638,781	8,983	-31.8%	Shares	Sole	2023-10-13
2023-06-30	$1,015,079	13,176	-0.5%	Shares	Sole	2023-08-03
2023-03-31	$994,910	13,239	+10.2%	Shares	Sole	2023-05-08
2022-12-31	$946,189	12,009	+5.5%	Shares	Sole	2023-02-06
2022-09-30	$799,726	11,384	+0.3%	Shares	Sole	2022-11-03
2022-06-30	$909,188	11,345	+1.2%	Shares	Sole	2022-07-29
2022-03-31	$850,433	11,215	+2.2%	Shares	Sole	2022-05-10
2021-12-31	$936,691	10,976	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$822,688	10,885	+1.7%	Shares	Sole	2021-11-10
2021-06-30	$871,014	10,707	-51.3%	Shares	Sole	2021-08-09
2021-03-31	$1,732,683	21,980	-2.5%	Shares	Sole	2021-05-05
2020-12-31	$1,927,224	22,538	+2.9%	Shares	Sole	2021-02-09
2020-09-30	$1,689,199	21,895	+5.7%	Shares	Sole	2021-02-03
2020-06-30	$1,518,166	20,723	+3.0%	Shares	Sole	2020-08-10
2020-03-31	$1,335,362	20,123	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.