West Family Investments, Inc.

Position in CL — Colgate Palmolive Co

CIK 1568303 CARLSBAD, CA

Position in CL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$371,670

+$153,056 QoQ

Shares Held

4,054

+58.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,312

of 2,007 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

West Family Investments, Inc. holds $2,840,584 across 5 Household & Personal Products names. CL ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	9,405	$1,379,149
2	CHD	Church & Dwight Co Inc /De/	5,382	$521,408
3	UL	Unilever PLC	7,457	$448,314
4	CL	Colgate Palmolive Co This page	4,054	$371,670
5	NWL	Newell Brands Inc.	19,551	$120,043

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,670	4,054	+58.1%	Shares	Sole	2026-08-10
2026-03-31	$218,614	2,565	-41.2%	Shares	Sole	2026-05-07
2025-09-30	$348,618	4,361	-12.4%	Shares	Sole	2025-11-12
2025-06-30	$452,772	4,981	+19.1%	Shares	Sole	2025-08-13
2025-03-31	$391,759	4,181	-33.7%	Shares	Sole	2025-05-02
2024-12-31	$573,551	6,309	+10.9%	Shares	Sole	2025-02-07
2024-09-30	$590,367	5,687	+59.1%	Shares	Sole	2024-11-08
2024-06-30	$346,918	3,575	0.0%	Shares	Sole	2024-08-05
2024-03-31	$321,928	3,575	-18.2%	Shares	Sole	2024-05-13
2023-09-30	$310,892	4,372	-34.8%	Shares	Sole	2023-11-02
2023-06-30	$516,322	6,702	+65.6%	Shares	Sole	2023-08-16
2022-12-31	$318,941	4,048	-43.8%	Shares	Sole	2023-02-08
2022-06-30	$577,649	7,208	-36.0%	Shares	Sole	2022-08-12
2021-09-30	$851,484	11,266	+56.8%	Shares	Sole	2022-02-15
2021-06-30	$584,418	7,184	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.