Ellis Investment Partners, LLC

Position in CL — Colgate Palmolive Co

CIK 1765590 Berwyn, PA

Position in CL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$216,089

-$10,822 QoQ

Shares Held

2,357

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,645

of 2,002 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $1,499,482 across 2 Household & Personal Products names. CL ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co	8,752	$1,283,393
2	CL	Colgate Palmolive Co This page	2,357	$216,089

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,089	2,357	-5.6%	Shares	Sole	2026-08-05
2024-12-31	$226,911	2,496	+0.1%	Shares	Sole	2025-01-30
2024-09-30	$258,798	2,493	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$241,726	2,491	+0.7%	Shares	Sole	2024-08-06
2024-03-31	$222,693	2,473	+0.7%	Shares	Sole	2024-04-15
2022-09-30	$172,534	2,456	+22.8%	Shares	Sole	2022-11-14
2022-06-30	$160,280	2,000	0.0%	Shares	Sole	2022-08-01
2022-03-31	$151,660	2,000	0.0%	Shares	Sole	2022-05-03
2021-12-31	$170,680	2,000	0.0%	Shares	Sole	2022-02-01
2021-09-30	$151,160	2,000	-13.0%	Shares	Sole	2021-10-21
2021-06-30	$187,105	2,300	0.0%	Shares	Sole	2021-07-26
2021-03-31	$181,309	2,300	0.0%	Shares	Sole	2021-05-03
2020-12-31	$196,673	2,300	0.0%	Shares	Sole	2021-01-20
2020-09-30	$177,445	2,300	0.0%	Shares	Sole	2020-10-19
2020-06-30	$168,498	2,300	0.0%	Shares	Sole	2020-07-13
2020-03-31	$152,628	2,300	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.