Klingman & Associates, LLC

Position in CL — Colgate Palmolive Co

CIK 1662449 New York, NY

Position in CL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$388,173

+$37,196 QoQ

Shares Held

4,234

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,289

of 2,002 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Klingman & Associates, LLC holds $2,903,272 across 3 Household & Personal Products names. CL ranks #2 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	15,323	$2,246,964
2	CL	Colgate Palmolive Co This page	4,234	$388,173
3	UL	Unilever PLC	4,460	$268,135

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,173	4,234	+2.8%	Shares	Sole	2026-07-29
2026-03-31	$350,977	4,118	+4.8%	Shares	Sole	2026-05-14
2025-12-31	$310,548	3,930	+8.9%	Shares	Sole	2026-01-29
2025-09-30	$288,503	3,609	-3.4%	Shares	Sole	2025-10-27
2025-06-30	$339,511	3,735	+4.7%	Shares	Sole	2025-07-30
2025-03-31	$334,134	3,566	+4.3%	Shares	Sole	2025-05-13
2024-12-31	$310,821	3,419	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$357,521	3,444	+0.9%	Shares	Sole	2024-11-01
2024-06-30	$331,100	3,412	+1.5%	Shares	Sole	2024-07-30
2024-03-31	$302,838	3,363	0.0%	Shares	Sole	2024-05-01
2023-12-31	$268,064	3,363	-0.4%	Shares	Sole	2024-01-29
2023-09-30	$240,067	3,376	+14.8%	Shares	Sole	2023-10-30
2023-06-30	$226,574	2,941	+1.6%	Shares	Sole	2023-07-31
2023-03-31	$217,634	2,896	-3.7%	Shares	Sole	2023-05-03
2022-12-31	$236,842	3,006	+0.1%	Shares	Sole	2023-02-03
2022-09-30	$211,031	3,004	+2.9%	Shares	Sole	2022-10-28
2022-06-30	$233,848	2,918	+2.2%	Shares	Sole	2022-07-27
2022-03-31	$216,494	2,855	+1.2%	Shares	Sole	2022-05-06
2021-12-31	$240,744	2,821	+8.0%	Shares	Sole	2022-01-31
2021-03-31	$205,982	2,613	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.