Financial Gravity Asset Management, Inc.

Position in CL — Colgate Palmolive Co

CIK 1741736 Lakeway, TX

Position in CL

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,598,407

+$246,930 QoQ

Shares Held

30,487

+2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $7,385,919 across 4 Household & Personal Products names. CL ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co This page	30,487	$2,598,407
2	PG	PROCTER & GAMBLE Co	17,592	$2,540,988
3	UL	Unilever PLC	39,298	$2,238,807
4	KMB	Kimberly Clark Corp	80	$7,717

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,598,407	30,487	+2.4%	Shares	Sole	2026-05-08
2025-12-31	$2,351,477	29,758	+11.0%	Shares	Sole	2026-02-13
2025-09-30	$2,143,830	26,818	+16.0%	Shares	Sole	2025-11-14
2025-03-31	$2,166,156	23,118	+0.1%	Shares	Sole	2025-04-30
2024-06-30	$2,240,168	23,085	+5.8%	Shares	Sole	2024-08-06
2024-03-31	$1,965,341	21,825	0.0%	Shares	Sole	2024-06-26
2023-12-31	$1,739,670	21,825	-92.2%	Shares	Sole	2024-06-26
2023-09-30	$11,573,065	281,067	+2247.9%	Shares	Sole	2023-11-16
2023-06-30	$922,245	11,971	+1.2%	Shares	Sole	2023-08-09
2023-03-31	$684,063	11,824	+320.8%	Shares	Sole	2023-05-12
2022-12-31	$221,399	2,810	-1.5%	Shares	Sole	2023-02-15
2022-09-30	$200,493	2,854	-70.5%	Shares	Sole	2022-11-03
2022-06-30	$774,746	9,669	+241.9%	Shares	Sole	2022-08-05
2022-03-31	$214,404	2,828	-67.6%	Shares	Sole	2022-05-13
2021-12-31	$744,144	8,720	+39.3%	Shares	Sole	2022-02-11
2021-09-30	$473,121	6,261	-53.4%	Shares	Sole	2021-11-12
2021-06-30	$1,094,075	13,449	+13.3%	Shares	Sole	2021-08-11
2021-03-31	$935,553	11,868	+79.7%	Shares	Sole	2021-05-17
2020-12-31	$564,788	6,606	+327.8%	Shares	Sole	2021-02-16
2020-03-31	$102,441	1,544	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.