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Equibles

EP Wealth Advisors, LLC

Position in CL — Colgate Palmolive Co

CIK 1540569 TORRANCE, CA
Back to CL Full portfolio

Position in CL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$39,210,252
+$8,656,065 QoQ
Shares Held
427,686
+19.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#169
of 2,020 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 79% Shared 0% None 21%

Common Shares in CL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $73,710,929 across 7 Household & Personal Products names. CL ranks #1 (53.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CL
Colgate Palmolive Co
This page 		427,686 $39,210,252
2 PG
PROCTER & GAMBLE Co
 217,039 $31,826,598
3 UL
Unilever PLC
 17,205 $1,034,364
4 CLX
Clorox Co /De/
 8,344 $796,351
5 NUS
Nu Skin Enterprises, Inc.
 73,355 $387,314
6 KVUE
Kenvue Inc.
 14,237 $272,069
7 MAGN
Magnera Corp
 15,658 $183,981

All Filings in CL

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $39,210,252 427,686
2026-03-31 $30,554,187 358,491
2025-12-31 $24,612,280 311,469
2025-06-30 $4,118,679 45,310
2025-03-31 $4,170,399 44,508
2024-12-31 $4,139,132 45,530
2024-09-30 $4,727,715 45,542
2024-06-30 $4,256,465 43,863
2024-03-31 $3,884,486 43,137
2023-12-31 $3,305,972 41,475
2023-09-30 $2,936,060 41,289
2023-06-30 $598,986 7,775
2023-03-31 $94,347 16,728
2022-12-31 $2,615,512 33,196
2022-09-30 $2,322,394 33,059
2022-06-30 $2,467,350 30,788
2022-03-31 $2,513,991 33,153
2021-12-31 $2,943,035 34,486
2021-09-30 $2,651,875 35,087
2021-06-30 $2,837,243 34,877
2021-03-31 $21,325,564 270,526
2020-12-31 $21,320,892 249,338
2020-09-30 $1,409,221 18,266
2020-06-30 $1,342,269 18,322
2020-03-31 $1,212,795 18,276