EXENCIAL WEALTH ADVISORS, LLC

Position in CL — Colgate Palmolive Co

CIK 1576151 OKLAHOMA CITY, OK

Position in CL

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,180,094

+$110,796 QoQ

Shares Held

13,846

+2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $8,004,134 across 3 Household & Personal Products names. CL ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	65,336	$3,722,191
2	PG	PROCTER & GAMBLE Co	21,475	$3,101,849
3	CL	Colgate Palmolive Co This page	13,846	$1,180,094

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,180,094	13,846	+2.3%	Shares	Sole	2026-04-28
2025-12-31	$1,069,298	13,532	+2.3%	Shares	Sole	2026-01-30
2025-09-30	$1,057,206	13,225	-2.1%	Shares	Sole	2025-10-27
2025-06-30	$1,227,513	13,504	-2.4%	Shares	Sole	2025-07-30
2025-03-31	$1,296,901	13,841	+1.2%	Shares	Sole	2025-05-09
2024-12-31	$1,243,103	13,674	-1.0%	Shares	Sole	2025-02-06
2024-09-30	$1,434,550	13,819	-2.1%	Shares	Sole	2024-10-31
2024-06-30	$1,369,816	14,116	+3.1%	Shares	Sole	2024-08-12
2024-03-31	$1,233,324	13,696	-9.9%	Shares	Sole	2024-05-10
2023-12-31	$1,211,592	15,200	+1.3%	Shares	Sole	2024-02-13
2023-09-30	$1,066,578	14,999	-7.4%	Shares	Sole	2023-11-08
2023-06-30	$1,248,356	16,204	+6.4%	Shares	Sole	2023-08-10
2023-03-31	$1,144,309	15,227	-2.3%	Shares	Sole	2023-05-02
2022-12-31	$1,227,548	15,580	-4.4%	Shares	Sole	2023-02-14
2022-09-30	$1,144,302	16,289	+1.4%	Shares	Sole	2022-11-08
2022-06-30	$1,286,888	16,058	-1.4%	Shares	Sole	2022-08-11
2022-03-31	$1,235,119	16,288	-0.5%	Shares	Sole	2022-05-12
2021-12-31	$1,397,186	16,372	+3.1%	Shares	Sole	2022-02-10
2021-09-30	$1,200,437	15,883	-5.3%	Shares	Sole	2021-11-04
2021-06-30	$1,363,751	16,764	-5.6%	Shares	Sole	2021-08-16
2021-03-31	$1,400,493	17,766	-83.4%	Shares	Sole	2021-05-06
2020-12-31	$9,161,626	107,141	+2.9%	Shares	Sole	2021-02-11
2020-09-30	$8,032,780	104,119	+10.6%	Shares	Sole	2020-11-13
2020-06-30	$6,898,674	94,167	+10.4%	Shares	Sole	2020-08-17
2020-03-31	$5,659,114	85,279	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.