BCS Wealth Management

Position in CL — Colgate Palmolive Co

CIK 1798172 JOHNSON CITY, TN

Position in CL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,171,670

+$79,192 QoQ

Shares Held

12,780

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#837

of 2,002 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BCS Wealth Management holds $16,706,115 across 3 Household & Personal Products names. CL ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	95,712	$14,035,207
2	KMB	Kimberly Clark Corp	13,658	$1,499,238
3	CL	Colgate Palmolive Co This page	12,780	$1,171,670

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,171,670	12,780	-0.3%	Shares	Sole	2026-07-16
2026-03-31	$1,092,478	12,818	-50.0%	Shares	Sole	2026-04-17
2025-12-31	$2,025,756	25,636	+100.6%	Shares	Sole	2026-01-26
2025-09-30	$1,021,633	12,780	-0.5%	Shares	Sole	2025-10-22
2025-06-30	$1,167,701	12,846	+0.5%	Shares	Sole	2025-07-15
2025-03-31	$1,197,486	12,780	-0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,161,920	12,781	-0.1%	Shares	Sole	2025-01-13
2024-03-31	$1,151,829	12,791	0.0%	Shares	Sole	2024-04-10
2023-12-31	$1,019,570	12,791	0.0%	Shares	Sole	2024-01-11
2023-09-30	$909,568	12,791	+0.1%	Shares	Sole	2023-10-12
2022-12-31	$1,006,778	12,778	0.0%	Shares	Sole	2023-01-10
2022-09-30	$897,654	12,778	-0.1%	Shares	Sole	2022-10-07
2022-06-30	$1,024,910	12,789	+0.1%	Shares	Sole	2022-07-29
2022-03-31	$968,955	12,778	-0.5%	Shares	Sole	2022-04-28
2021-12-31	$1,096,192	12,845	+0.6%	Shares	Sole	2022-01-18
2021-09-30	$965,005	12,768	0.0%	Shares	Sole	2021-10-25
2021-06-30	$1,038,676	12,768	0.0%	Shares	Sole	2021-07-21
2021-03-31	$1,006,501	12,768	+0.0%	Shares	Sole	2021-04-28
2020-12-31	$1,091,706	12,767	-10.0%	Shares	Sole	2021-01-21
2020-09-30	$1,094,372	14,185	0.0%	Shares	Sole	2020-10-23
2020-06-30	$1,039,193	14,185	0.0%	Shares	Sole	2020-07-21
2020-03-31	$941,316	14,185	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.