Position in CL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$534,861
+$56,721 QoQ
Shares Held
5,834
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,140
of 2,002 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 14%
None 86%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Meridian Wealth Partners, LLC holds $824,181 across 2 Household & Personal Products names. CL ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
5,834 | $534,861 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
1,973 | $289,320 |
All Filings in CL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,861 | 5,834 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $478,140 | 5,610 | Shares | Defined | 2026-05-14 | |
| 2021-09-30 | $308,894 | 4,087 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $330,687 | 4,065 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $320,443 | 4,065 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $378,210 | 4,423 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $341,003 | 4,420 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $326,593 | 4,458 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $295,633 | 4,455 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||