AE Wealth Management LLC

Position in CL — Colgate Palmolive Co

CIK 1697723 TOPEKA, KS

Position in CL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,774,629

+$826,547 QoQ

Shares Held

41,172

+19.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#529

of 2,017 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AE Wealth Management LLC holds $177,607,667 across 11 Household & Personal Products names. CL ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	551,542	$80,878,077
2	KMB	Kimberly Clark Corp	564,452	$61,959,860
3	CHD	Church & Dwight Co Inc /De/	260,334	$25,221,130
4	CL	Colgate Palmolive Co This page	41,172	$3,774,629
5	KVUE	Kenvue Inc.	123,372	$2,357,615
6	CLX	Clorox Co /De/	10,830	$1,033,610
7	UL	Unilever PLC	15,852	$953,018
8	ACU	Acme United Corp	17,419	$831,234

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,774,629	41,172	+19.0%	Shares	Other	2026-08-03
2026-03-31	$2,948,082	34,590	+16.7%	Shares	Other	2026-05-13
2025-12-31	$2,341,580	29,633	+95.4%	Shares	Other	2026-01-26
2025-09-30	$1,212,119	15,163	+25.9%	Shares	Other	2025-11-03
2025-06-30	$1,095,157	12,048	+44.0%	Shares	Sole	2025-08-06
2025-03-31	$784,077	8,368	-28.4%	Shares	Other	2025-05-06
2024-12-31	$1,061,823	11,680	+45.2%	Shares	Other	2025-02-13
2024-09-30	$835,044	8,044	-64.4%	Shares	Other	2024-11-14
2024-06-30	$2,193,780	22,607	+70.9%	Shares	Other	2024-08-12
2024-03-31	$1,190,908	13,225	-80.3%	Shares	Other	2024-05-15
2023-12-31	$5,358,026	67,219	-28.4%	Shares	Sole	2024-02-14
2023-09-30	$6,677,299	93,901	+64.5%	Shares	Other	2023-10-11
2023-06-30	$4,397,597	57,082	-13.4%	Shares	Sole	2023-07-10
2023-03-31	$4,955,917	65,947	+2.9%	Shares	Sole	2023-04-14
2022-12-31	$5,047,760	64,066	+26.1%	Shares	Sole	2023-01-31
2022-09-30	$3,570,245	50,822	-17.7%	Shares	Sole	2022-10-25
2022-06-30	$4,946,641	61,725	+11.4%	Shares	Sole	2022-08-03
2022-03-31	$4,202,953	55,426	+15.8%	Shares	Sole	2022-04-18
2021-12-31	$4,084,543	47,862	-1.8%	Shares	Sole	2022-01-20
2021-09-30	$3,682,786	48,727	+5.7%	Shares	Sole	2021-11-01
2021-06-30	$3,749,909	46,096	+52.1%	Shares	Sole	2021-07-21
2021-03-31	$2,388,549	30,300	-4.9%	Shares	Sole	2021-04-27
2020-12-31	$2,724,519	31,862	-3.3%	Shares	Sole	2021-02-01
2020-09-30	$2,542,092	32,950	+12.4%	Shares	Sole	2020-11-06
2020-06-30	$2,147,909	29,319	+14.8%	Shares	Sole	2020-08-05
2020-03-31	$1,694,900	25,541	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.