Position in CL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$209,305
+$1,641 QoQ
Shares Held
2,283
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,659
of 2,002 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Fiduciary Wealth Partners, LLC holds $702,748 across 2 Household & Personal Products names. CL ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,365 | $493,443 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,283 | $209,305 |
All Filings in CL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,305 | 2,283 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $207,664 | 2,628 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $218,316 | 2,731 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $55,267 | 608 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $214,198 | 2,286 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||