BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in CL — Colgate Palmolive Co

CIK 1654599 MORRISTOWN, NJ

Position in CL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$628,283

+$42,072 QoQ

Shares Held

6,853

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,072

of 2,002 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,818,274 across 6 Household & Personal Products names. CL ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co This page	6,853	$628,283
2	PG	PROCTER & GAMBLE Co	4,115	$603,423
3	UL	Unilever PLC	3,419	$205,550
4	KMB	Kimberly Clark Corp	1,785	$195,939
5	KVUE	Kenvue Inc.	8,836	$168,855
6	CLX	Clorox Co /De/	170	$16,224

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$628,283	6,853	-0.4%	Shares	Sole	2026-07-08
2026-03-31	$586,211	6,878	0.0%	Shares	Sole	2026-04-14
2025-12-31	$543,499	6,878	0.0%	Shares	Sole	2026-01-16
2025-09-30	$549,827	6,878	0.0%	Shares	Sole	2025-10-16
2025-06-30	$625,210	6,878	-8.9%	Shares	Sole	2025-07-15
2025-03-31	$707,622	7,552	-3.7%	Shares	Sole	2025-05-06
2024-12-31	$712,916	7,842	-70.2%	Shares	Sole	2025-01-17
2024-09-30	$2,735,601	26,352	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$2,588,736	26,677	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$2,456,293	27,277	-1.4%	Shares	Sole	2024-05-09
2023-12-31	$2,206,133	27,677	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,968,111	27,677	-0.3%	Shares	Sole	2023-10-31
2023-06-30	$2,138,014	27,752	-1.1%	Shares	Sole	2023-07-21
2023-03-31	$2,108,107	28,052	-2.4%	Shares	Sole	2023-05-04
2022-12-31	$2,264,345	28,739	+2.1%	Shares	Sole	2023-01-13
2022-09-30	$1,977,678	28,152	-0.7%	Shares	Sole	2022-10-20
2022-06-30	$2,272,129	28,352	-1.0%	Shares	Sole	2022-07-21
2022-03-31	$2,171,998	28,643	-8.3%	Shares	Sole	2022-05-12
2021-12-31	$2,665,509	31,234	+1.5%	Shares	Sole	2022-02-04
2021-09-30	$2,324,840	30,760	-0.3%	Shares	Sole	2021-11-09
2021-06-30	$2,510,461	30,860	-1.4%	Shares	Sole	2021-08-02
2021-03-31	$2,468,403	31,313	-0.6%	Shares	Sole	2021-05-21
2020-12-31	$2,693,565	31,500	0.0%	Shares	Sole	2021-02-08
2020-09-30	$2,430,225	31,500	-1.4%	Shares	Sole	2020-10-29
2020-06-30	$2,340,437	31,947	-0.1%	Shares	Sole	2020-07-28
2020-03-31	$2,121,861	31,975	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.