Position in CL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$320,054
+$89,848 QoQ
Shares Held
3,491
+29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,390
of 2,002 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $12,390,139 across 2 Household & Personal Products names. CL ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
82,311 | $12,070,085 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,491 | $320,054 |
All Filings in CL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,054 | 3,491 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $230,206 | 2,701 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $249,884 | 2,749 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $246,056 | 2,626 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $222,456 | 2,447 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $226,617 | 2,183 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $213,390 | 2,199 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||