Modera Wealth Management, LLC

Position in CL — Colgate Palmolive Co

CIK 1542143 WESTWOOD, NJ

Position in CL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,106,804

+$422,553 QoQ

Shares Held

88,425

-1.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#370

of 2,007 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Modera Wealth Management, LLC holds $39,084,392 across 5 Household & Personal Products names. CL ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	138,075	$20,247,318
2	UL	Unilever PLC	167,403	$10,064,268
3	CL	Colgate Palmolive Co This page	88,425	$8,106,804
4	KMB	Kimberly Clark Corp	3,285	$360,594
5	CLX	Clorox Co /De/	3,200	$305,408

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,106,804	88,425	-1.9%	Shares	Sole	2026-08-03
2026-03-31	$7,684,251	90,159	-5.6%	Shares	Sole	2026-05-06
2025-12-31	$7,550,202	95,548	-4.9%	Shares	Sole	2026-01-21
2025-09-30	$8,027,574	100,420	-7.3%	Shares	Sole	2025-10-31
2025-06-30	$9,845,379	108,310	-6.3%	Shares	Sole	2025-08-06
2025-03-31	$10,828,627	115,567	+3.2%	Shares	Sole	2025-05-08
2024-12-31	$10,184,010	112,023	-7.1%	Shares	Sole	2025-02-06
2024-09-30	$12,515,437	120,561	-3.6%	Shares	Sole	2024-10-24
2024-06-30	$12,135,919	125,061	-6.4%	Shares	Sole	2024-07-29
2024-03-31	$12,031,310	133,607	-1.0%	Shares	Sole	2024-05-14
2023-12-31	$10,755,668	134,935	-3.6%	Shares	Sole	2024-02-14
2023-09-30	$9,954,546	139,988	-5.0%	Shares	Sole	2023-11-30
2023-06-30	$11,350,072	147,327	+679.1%	Shares	Sole	2023-08-07
2023-03-31	$1,421,161	18,911	-0.6%	Shares	Sole	2023-05-05
2022-12-31	$1,499,452	19,031	-0.8%	Shares	Sole	2023-02-07
2022-09-30	$1,347,043	19,175	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$1,534,440	19,147	-5.7%	Shares	Sole	2022-07-27
2022-03-31	$1,539,424	20,301	-18.9%	Shares	Sole	2022-05-03
2021-12-31	$2,135,889	25,028	+29.6%	Shares	Sole	2022-02-04
2021-09-30	$1,459,147	19,306	+2.7%	Shares	Sole	2021-11-04
2021-06-30	$1,529,054	18,796	0.0%	Shares	Sole	2021-08-02
2021-03-31	$1,481,688	18,796	-8.3%	Shares	Sole	2021-04-29
2020-12-31	$1,752,185	20,491	+231.4%	Shares	Sole	2021-02-11
2020-09-30	$477,018	6,183	+5.0%	Shares	Sole	2020-11-12
2020-06-30	$431,208	5,886	+0.9%	Shares	Sole	2020-08-12
2020-03-31	$387,144	5,834	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.