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Live Oak Private Wealth LLC

Position in CL — Colgate Palmolive Co

CIK 1799877 WILMINGTON, NC

Position in CL

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$278,157
+$19,570 QoQ
Shares Held
3,034
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,474
of 2,005 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $7,455,484 across 4 Household & Personal Products names. CL ranks #3 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CL
Colgate Palmolive Co
This page
3,034 $278,157

All Filings in CL

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $278,157 3,034
2026-03-31 $258,587 3,034
2025-12-31 $239,983 3,037
2025-09-30 $242,777 3,037
2025-06-30 $275,790 3,034
2025-03-31 $286,159 3,054
2024-12-31 $277,639 3,054
2024-09-30 $317,035 3,054
2024-06-30 $289,955 2,988
2024-03-31 $274,472 3,048
2023-12-31 $249,811 3,134
2023-09-30 $232,458 3,269
2023-06-30 $254,000 3,297
2023-03-31 $241,907 3,219
2022-12-31 $347,463 4,410
2022-09-30 $309,802 4,410
2022-06-30 $353,417 4,410