Prestige Wealth Management Group LLC
Position in CL — Colgate Palmolive Co
CIK 1772715
FLEMINGTON, NJ
Position in CL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,367,769
+$821,147 QoQ
Shares Held
145,809
-1.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
5.23%
of 13F equity value
Holder Rank
#292
of 2,007 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, 2026Prestige Wealth Management Group LLC holds $15,182,191 across 9 Household & Personal Products names. CL ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
145,809 | $13,367,769 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
11,286 | $1,654,978 | |
| 3 | UL |
Unilever PLC
|
918 | $55,190 | |
| 4 | KMB |
Kimberly Clark Corp
|
491 | $53,896 | |
| 5 | CLX |
Clorox Co /De/
|
200 | $19,088 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
195 | $18,890 | |
| 7 | EL |
Estee Lauder Companies Inc
|
95 | $7,500 | |
| 8 | KVUE |
Kenvue Inc.
|
209 | $3,993 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,367,769 | 145,809 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $12,546,622 | 147,209 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $11,625,579 | 147,122 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $11,767,806 | 147,208 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $13,601,366 | 149,630 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $13,833,773 | 147,639 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $13,415,588 | 147,570 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $15,410,282 | 148,447 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $14,402,967 | 148,423 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $13,371,163 | 148,486 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $11,836,854 | 148,499 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $10,585,078 | 148,855 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $11,466,248 | 148,835 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $11,571,371 | 153,977 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $11,737,975 | 148,978 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,820,887 | 154,034 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $12,298,684 | 153,465 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $11,604,947 | 153,039 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $12,728,375 | 149,149 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $11,268,070 | 149,088 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $12,114,560 | 148,919 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $11,751,108 | 149,069 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $12,731,583 | 148,890 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $11,724,716 | 151,973 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $11,104,164 | 151,572 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,002,641 | 150,733 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||