Castle Rock Wealth Management, LLC

Position in CL — Colgate Palmolive Co

CIK 1727605 WALNUT CREEK, CA

Position in CL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$760,760

+$51,136 QoQ

Shares Held

8,298

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#999

of 2,007 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $1,686,672 across 3 Household & Personal Products names. CL ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co This page	8,298	$760,760
2	PG	PROCTER & GAMBLE Co	4,713	$691,114
3	KMB	Kimberly Clark Corp	2,139	$234,798

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$760,760	8,298	-0.3%	Shares	Sole	2026-07-08
2026-03-31	$709,624	8,326	+0.3%	Shares	Sole	2026-04-08
2025-12-31	$656,182	8,304	-0.8%	Shares	Sole	2026-02-05
2025-09-30	$669,337	8,373	-31.1%	Shares	Sole	2025-10-16
2025-06-30	$1,105,253	12,159	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$1,138,173	12,147	+0.0%	Shares	Sole	2025-04-09
2024-12-31	$1,104,101	12,145	-0.1%	Shares	Sole	2025-03-05
2024-09-30	$1,262,225	12,159	-3.1%	Shares	Sole	2024-10-09
2024-06-30	$1,217,560	12,547	+0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,129,317	12,541	-0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,000,121	12,547	+0.0%	Shares	Sole	2024-01-09
2023-09-30	$892,074	12,545	-0.3%	Shares	Sole	2023-10-11
2023-06-30	$969,394	12,583	+0.0%	Shares	Sole	2023-07-11
2023-03-31	$945,462	12,581	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$991,178	12,580	+0.0%	Shares	Sole	2023-01-31
2022-09-30	$883,604	12,578	+0.0%	Shares	Sole	2022-10-14
2022-06-30	$1,007,840	12,576	+1.2%	Shares	Sole	2022-07-13
2022-03-31	$942,111	12,424	+3.3%	Shares	Sole	2022-04-25
2021-12-31	$1,026,042	12,023	+0.0%	Shares	Sole	2022-02-02
2021-09-30	$908,547	12,021	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$977,745	12,019	+0.0%	Shares	Sole	2021-08-13
2021-03-31	$947,378	12,018	-0.7%	Shares	Sole	2021-04-27
2020-12-31	$1,035,098	12,105	+0.1%	Shares	Sole	2021-01-29
2020-09-30	$933,283	12,097	+0.5%	Shares	Sole	2020-12-07
2020-06-30	$881,391	12,031	-0.8%	Shares	Sole	2020-08-10
2020-03-31	$805,013	12,131	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.