Patriot Financial Group Insurance Agency, LLC

Insurance

Position in CL — Colgate Palmolive Co

CIK 1694883 Westborough, MA

Back to CL Full portfolio

Position in CL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$203,988

-$171,364 QoQ

Shares Held

2,225

-49.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,677

of 2,002 holders

Holding Since

Mar 2020

21 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, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,843,163 across 3 Household & Personal Products names. CL ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	41,736	$2,509,168
2	PG	PROCTER & GAMBLE Co	7,706	$1,130,007
3	CL	Colgate Palmolive Co This page	2,225	$203,988

All Filings in CL

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,988	2,225	-49.5%	Shares	Sole	2026-07-16
2026-03-31	$375,352	4,404	+92.1%	Shares	Sole	2026-04-22
2025-06-30	$208,342	2,292	-21.3%	Shares	Sole	2025-07-21
2025-03-31	$272,948	2,913	+0.8%	Shares	Sole	2025-04-14
2024-12-31	$262,820	2,891	-3.2%	Shares	Sole	2025-01-22
2024-09-30	$310,184	2,988	+0.6%	Shares	Sole	2024-10-24
2024-06-30	$288,111	2,969	-3.0%	Shares	Sole	2024-07-26
2024-03-31	$275,643	3,061	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$243,354	3,053	+0.6%	Shares	Sole	2024-01-19
2023-09-30	$215,747	3,034	+12.2%	Shares	Sole	2023-10-19
2023-06-30	$208,393	2,705	+52.7%	Shares	Sole	2023-07-17
2022-06-30	$142,008	1,772	-6.8%	Shares	Sole	2022-07-29
2022-03-31	$144,228	1,902	+33.8%	Shares	Sole	2022-05-11
2021-12-31	$121,268	1,421	-12.1%	Shares	Sole	2022-01-10
2021-09-30	$122,212	1,617	+6.2%	Shares	Sole	2021-11-24
2021-06-30	$123,814	1,522	+41.3%	Shares	Sole	2021-07-30
2021-03-31	$84,899	1,077	-14.3%	Shares	Sole	2021-04-29
2020-12-31	$107,486	1,257	+17.8%	Shares	Sole	2021-01-15
2020-09-30	$82,319	1,067	+22.4%	Shares	Sole	2020-10-21
2020-06-30	$63,882	872	-2.1%	Shares	Sole	2020-07-10
2020-03-31	$59,126	891	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.