OneDigital Investment Advisors LLC

Position in CL — Colgate Palmolive Co

CIK 1690370 OVERLAND PARK, KS

Position in CL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$554,755

+$59,143 QoQ

Shares Held

6,051

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,124

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

OneDigital Investment Advisors LLC holds $33,097,631 across 5 Household & Personal Products names. CL ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	151,464	$22,210,680
2	KMB	Kimberly Clark Corp	84,068	$9,228,144
3	UL	Unilever PLC	12,552	$754,626
4	CL	Colgate Palmolive Co This page	6,051	$554,755
5	KVUE	Kenvue Inc.	18,285	$349,426

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,755	6,051	+4.1%	Shares	Sole	2026-08-07
2026-03-31	$495,612	5,815	-23.4%	Shares	Sole	2026-05-08
2025-12-31	$599,998	7,593	+14.9%	Shares	Sole	2026-02-13
2025-09-30	$528,083	6,606	-16.0%	Shares	Sole	2025-11-10
2025-06-30	$714,564	7,861	+2.7%	Shares	Sole	2025-08-07
2025-03-31	$717,086	7,653	-49.8%	Shares	Sole	2025-04-29
2024-12-31	$1,385,468	15,240	+2.8%	Shares	Sole	2025-02-13
2024-09-30	$1,539,398	14,829	+23.8%	Shares	Sole	2024-11-06
2024-06-30	$1,162,733	11,982	+9.7%	Shares	Sole	2024-08-02
2024-03-31	$983,886	10,926	-6.5%	Shares	Sole	2024-05-10
2023-12-31	$931,092	11,681	+22.1%	Shares	Sole	2024-02-13
2023-09-30	$680,309	9,567	-5.7%	Shares	Sole	2023-11-14
2023-06-30	$781,801	10,148	-38.2%	Shares	Sole	2023-08-07
2023-03-31	$1,234,338	16,425	+164.9%	Shares	Sole	2023-05-10
2022-12-31	$488,498	6,200	-1.3%	Shares	Sole	2023-02-02
2022-09-30	$441,380	6,283	+3.1%	Shares	Sole	2022-11-08
2022-06-30	$488,613	6,097	+2.4%	Shares	Sole	2022-08-08
2022-03-31	$451,567	5,955	-13.9%	Shares	Sole	2022-05-05
2021-12-31	$590,126	6,915	+17.2%	Shares	Sole	2022-02-23
2021-09-30	$445,997	5,901	+33.5%	Shares	Sole	2021-11-05
2021-06-30	$359,485	4,419	-7.3%	Shares	Sole	2021-08-09
2021-03-31	$375,940	4,769	+52.2%	Shares	Sole	2021-05-10
2020-12-31	$267,988	3,134	+0.1%	Shares	Sole	2021-02-08
2020-09-30	$241,556	3,131	-33.5%	Shares	Sole	2020-10-09
2020-06-30	$345,054	4,710	+1.2%	Shares	Sole	2020-08-14
2020-03-31	$308,773	4,653	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.