Pinnacle Wealth Planning Services, Inc.
Position in CL — Colgate Palmolive Co
CIK 1726752
MANSFIELD, OH
Position in CL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$149,805
+$18,466 QoQ
Shares Held
1,634
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,706
of 2,002 holders
Holding Since
Dec 2020
15 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,190,160 across 16 Household & Personal Products names. CL ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
15,725 | $2,305,914 | |
| 2 | UL |
Unilever PLC
|
3,560 | $214,027 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
1,634 | $149,805 | |
| 4 | EL |
Estee Lauder Companies Inc
|
1,440 | $113,688 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
841 | $81,476 | |
| 6 | IPAR |
Interparfums Inc
|
658 | $73,603 | |
| 7 | NWL |
Newell Brands Inc.
|
8,941 | $54,897 | |
| 8 | ODD |
Oddity Tech Ltd
|
2,983 | $45,132 |
All Filings in CL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,805 | 1,634 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $131,339 | 1,541 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $130,541 | 1,652 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $219,869 | 2,118 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $206,404 | 2,127 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $214,553 | 2,855 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $237,473 | 3,014 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $311,769 | 4,438 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $353,337 | 4,409 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $318,334 | 4,198 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $365,254 | 4,280 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $269,593 | 3,567 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $270,000 | 3,319 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $259,744 | 3,295 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $224,805 | 2,629 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||