Heritage Wealth Advisors

Position in CL — Colgate Palmolive Co

CIK 1591122 RICHMOND, VA

Position in CL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$65,642

+$4,618 QoQ

Shares Held

716

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,786

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

Heritage Wealth Advisors holds $1,693,237 across 6 Household & Personal Products names. CL ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	9,285	$1,361,552
2	KMB	Kimberly Clark Corp	1,917	$210,429
3	CL	Colgate Palmolive Co This page	716	$65,642
4	UL	Unilever PLC	666	$40,039
5	CHD	Church & Dwight Co Inc /De/	146	$14,144
6	CLX	Clorox Co /De/	15	$1,431

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,642	716	0.0%	Shares	Sole	2026-08-14
2026-03-31	$61,024	716	+2.3%	Shares	Sole	2026-05-14
2025-12-31	$55,314	700	0.0%	Shares	Sole	2026-02-13
2025-09-30	$55,958	700	0.0%	Shares	Sole	2025-11-13
2025-06-30	$63,630	700	0.0%	Shares	Sole	2025-08-11
2025-03-31	$65,590	700	0.0%	Shares	Sole	2025-05-08
2024-12-31	$63,637	700	-31.1%	Shares	Sole	2025-02-12
2024-09-30	$105,470	1,016	+45.1%	Shares	Sole	2024-11-12
2024-06-30	$67,928	700	0.0%	Shares	Sole	2024-12-12
2024-03-31	$63,035	700	-42.1%	Shares	Sole	2024-12-12
2023-12-31	$96,289	1,208	+49.5%	Shares	Sole	2024-12-12
2023-09-30	$57,456	808	0.0%	Shares	Sole	2024-12-12
2023-06-30	$62,248	808	0.0%	Shares	Sole	2024-12-12
2023-03-31	$60,721	808	+32.9%	Shares	Sole	2023-05-04
2022-12-31	$47,904	608	-13.9%	Shares	Sole	2024-12-12
2022-09-30	$49,596	706	0.0%	Shares	Sole	2024-12-12
2022-06-30	$56,578	706	-14.3%	Shares	Sole	2022-08-04
2022-03-31	$62,483	824	-44.1%	Shares	Sole	2022-05-11
2021-12-31	$125,791	1,474	0.0%	Shares	Sole	2022-03-28
2021-09-30	$111,404	1,474	0.0%	Shares	Sole	2021-11-02
2021-06-30	$119,909	1,474	0.0%	Shares	Sole	2021-08-09
2021-03-31	$116,195	1,474	0.0%	Shares	Sole	2021-04-27
2020-12-31	$126,041	1,474	+150.7%	Shares	Sole	2021-02-01
2020-09-30	$45,364	588	0.0%	Shares	Sole	2020-11-03
2020-06-30	$43,076	588	0.0%	Shares	Sole	2020-07-17
2020-03-31	$39,019	588	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.