Capital Asset Advisory Services LLC

Position in CL — Colgate Palmolive Co

CIK 1666024 Williamston, MI

Position in CL

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

Position Value

$2,588,126

+$337,714 QoQ

Shares Held

28,230

+6.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#604

of 2,002 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $8,328,841 across 3 Household & Personal Products names. CL ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	36,461	$5,346,641
2	CL	Colgate Palmolive Co This page	28,230	$2,588,126
3	KMB	Kimberly Clark Corp	3,590	$394,074

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,588,126	28,230	+6.9%	Shares	Sole	2026-08-14
2026-03-31	$2,250,412	26,404	+2.6%	Shares	Sole	2026-04-24
2025-12-31	$2,033,026	25,728	+6.1%	Shares	Sole	2026-01-09
2025-09-30	$1,937,745	24,240	+4.5%	Shares	Sole	2025-10-02
2025-06-30	$2,109,425	23,206	-1.3%	Shares	Sole	2025-07-07
2025-03-31	$2,203,636	23,518	+60.5%	Shares	Sole	2025-04-09
2024-12-31	$1,331,740	14,649	+2.8%	Shares	Sole	2025-01-22
2024-09-30	$1,479,396	14,251	+4.4%	Shares	Sole	2024-10-17
2024-06-30	$1,324,887	13,653	-43.5%	Shares	Sole	2024-07-24
2024-03-31	$2,174,617	24,149	+17.7%	Shares	Sole	2024-04-16
2023-12-31	$1,635,091	20,513	+0.1%	Shares	Sole	2024-01-09
2023-09-30	$1,456,546	20,483	+30.0%	Shares	Sole	2023-10-18
2023-06-30	$1,213,688	15,754	+8.3%	Shares	Sole	2023-08-02
2023-03-31	$1,092,756	14,541	+30.1%	Shares	Sole	2023-05-12
2022-12-31	$880,793	11,179	+46.7%	Shares	Sole	2023-03-08
2022-09-30	$535,445	7,622	+65.7%	Shares	Sole	2022-11-14
2022-06-30	$368,563	4,599	+2.8%	Shares	Sole	2022-08-11
2022-03-31	$339,111	4,472	-12.6%	Shares	Sole	2022-04-29
2020-12-31	$437,298	5,114	-5.4%	Shares	Sole	2021-03-02
2020-09-30	$416,918	5,404	-0.7%	Shares	Sole	2020-11-18
2020-06-30	$398,607	5,441	+4.6%	Shares	Sole	2020-08-14
2020-03-31	$345,271	5,203	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.