Position in CL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,800,045
+$126,640 QoQ
Shares Held
19,634
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#694
of 2,002 holders
Holding Since
Mar 2020
26 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, 2026Centric Wealth Management holds $2,984,016 across 2 Household & Personal Products names. CL ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
19,634 | $1,800,045 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
8,074 | $1,183,971 |
All Filings in CL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,800,045 | 19,634 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,673,405 | 19,634 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,551,794 | 19,638 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,567,703 | 19,611 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,782,639 | 19,611 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,835,770 | 19,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,781,108 | 19,592 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,033,845 | 19,592 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,901,207 | 19,592 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,764,259 | 19,592 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,561,678 | 19,592 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,393,187 | 19,592 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,509,367 | 19,592 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,473,691 | 19,610 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,545,071 | 19,610 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $1,377,602 | 19,610 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,572,186 | 19,618 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,488,542 | 19,630 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,675,224 | 19,630 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,482,274 | 19,612 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,595,436 | 19,612 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,561,385 | 19,807 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,693,696 | 19,807 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,531,041 | 19,845 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,458,606 | 19,910 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,316,914 | 19,845 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||