Summit Trail Advisors, LLC

Position in CL — Colgate Palmolive Co

CIK 1698478 NEW YORK, NY

Position in CL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,978,864

+$1,147,684 QoQ

Shares Held

76,122

+11.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#397

of 2,015 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $36,147,321 across 11 Household & Personal Products names. CL ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	72,467	$10,626,560
2	CL	Colgate Palmolive Co This page	76,122	$6,978,864
3	CLX	Clorox Co /De/	32,334	$3,085,956
4	KMB	Kimberly Clark Corp	25,849	$2,837,444
5	SPB	Spectrum Brands Holdings, Inc.	29,671	$2,544,288
6	CHD	Church & Dwight Co Inc /De/	24,567	$2,380,050
7	UL	Unilever PLC	38,209	$2,297,125
8	NWL	Newell Brands Inc.	356,470	$2,188,725

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,978,864	76,122	+11.3%	Shares	Sole	2026-08-11
2026-03-31	$5,831,180	68,417	+24.2%	Shares	Sole	2026-05-12
2025-12-31	$4,352,895	55,086	+238.2%	Shares	Sole	2026-02-17
2025-09-30	$1,302,142	16,289	-35.9%	Shares	Sole	2025-11-14
2025-06-30	$2,310,405	25,417	+194.6%	Shares	Sole	2025-08-14
2024-09-30	$895,776	8,629	+57.2%	Shares	Sole	2024-11-12
2024-06-30	$532,749	5,490	+2.6%	Shares	Sole	2024-08-13
2024-03-31	$481,677	5,349	+12.7%	Shares	Sole	2024-04-23
2023-12-31	$378,463	4,748	+11.5%	Shares	Sole	2024-02-06
2023-09-30	$302,928	4,260	-15.7%	Shares	Sole	2023-10-30
2023-06-30	$389,514	5,056	+74.2%	Shares	Sole	2023-07-25
2022-12-31	$228,648	2,902	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.