Beacon Financial Advisory LLC

Position in CL — Colgate Palmolive Co

CIK 1800502 Cleveland, OH

Position in CL

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$918,268

+$61,613 QoQ

Shares Held

10,774

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $2,185,810 across 2 Household & Personal Products names.

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co	9,532	$1,397,772
2	KMB	Kimberly Clark Corp	7,179	$788,038

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$918,268	10,774	-0.6%	Shares	Sole	2026-04-27
2025-12-31	$856,655	10,841	-7.4%	Shares	Sole	2026-02-17
2025-09-30	$936,257	11,712	-1.1%	Shares	Sole	2025-10-29
2025-06-30	$1,076,346	11,841	+6.6%	Shares	Sole	2025-07-22
2025-03-31	$1,040,351	11,103	+1.8%	Shares	Sole	2025-04-24
2024-12-31	$991,464	10,906	-1.1%	Shares	Sole	2025-01-27
2024-09-30	$1,145,024	11,030	-3.6%	Shares	Sole	2024-10-30
2024-06-30	$1,110,622	11,445	+12.2%	Shares	Sole	2024-07-26
2024-03-31	$918,870	10,204	+6.6%	Shares	Sole	2024-05-01
2023-12-31	$763,143	9,574	+0.6%	Shares	Sole	2024-01-23
2023-09-30	$676,469	9,513	+3.9%	Shares	Sole	2023-10-25
2023-06-30	$705,147	9,153	+1.7%	Shares	Sole	2023-07-17
2023-03-31	$676,575	9,003	+9.8%	Shares	Sole	2023-04-18
2022-12-31	$646,078	8,200	+6.5%	Shares	Sole	2023-01-20
2022-09-30	$540,925	7,700	-14.1%	Shares	Sole	2022-10-21
2022-06-30	$718,214	8,962	-0.9%	Shares	Sole	2022-07-25
2022-03-31	$685,806	9,044	+0.9%	Shares	Sole	2022-04-27
2021-12-31	$765,073	8,965	+1.2%	Shares	Sole	2022-01-21
2021-09-30	$669,487	8,858	0.0%	Shares	Sole	2021-11-15
2021-06-30	$720,598	8,858	-4.2%	Shares	Sole	2021-07-14
2021-03-31	$728,941	9,247	+40.5%	Shares	Sole	2021-04-20
2020-12-31	$562,826	6,582	+10.9%	Shares	Sole	2021-01-25
2020-09-30	$457,885	5,935	—	Shares	Sole	2020-10-08
No filing history on record for this holder in this stock.