Position in CL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$376,713
+$15,509 QoQ
Shares Held
4,109
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,306
of 2,007 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Cypress Wealth Services, LLC holds $1,804,253 across 2 Household & Personal Products names. CL ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,735 | $1,427,540 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
4,109 | $376,713 |
All Filings in CL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,713 | 4,109 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $361,204 | 4,238 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $328,565 | 4,158 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $209,762 | 2,624 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||