BELLEVUE ASSET MANAGEMENT, LLC

Position in CL — Colgate Palmolive Co

CIK 1801619 BELLEVUE, WA

Position in CL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$65,367

+$4,854 QoQ

Shares Held

713

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,783

of 2,002 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $405,797 across 4 Household & Personal Products names. CL ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	2,234	$327,593
2	CL	Colgate Palmolive Co This page	713	$65,367
3	KVUE	Kenvue Inc.	465	$8,886
4	KMB	Kimberly Clark Corp	36	$3,951

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,367	713	+0.4%	Shares	Sole	2026-08-04
2026-03-31	$60,513	710	+0.3%	Shares	Sole	2026-04-24
2025-12-31	$55,946	708	+0.4%	Shares	Sole	2026-01-23
2025-09-30	$56,357	705	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$63,993	704	+0.3%	Shares	Sole	2025-07-23
2025-03-31	$65,777	702	+0.1%	Shares	Sole	2025-04-28
2024-12-31	$63,727	701	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$72,667	700	0.0%	Shares	Sole	2024-10-25
2024-06-30	$67,928	700	0.0%	Shares	Sole	2024-07-31
2024-03-31	$63,035	700	0.0%	Shares	Sole	2024-04-26
2023-12-31	$55,797	700	0.0%	Shares	Sole	2024-02-06
2023-09-30	$49,777	700	0.0%	Shares	Sole	2023-10-25
2023-06-30	$53,928	700	0.0%	Shares	Sole	2023-07-31
2023-03-31	$52,605	700	0.0%	Shares	Sole	2023-05-09
2022-12-31	$55,153	700	0.0%	Shares	Sole	2023-01-23
2022-09-30	$49,175	700	0.0%	Shares	Sole	2022-11-07
2022-06-30	$56,098	700	0.0%	Shares	Sole	2022-08-12
2022-03-31	$53,081	700	+7.7%	Shares	Sole	2022-05-11
2021-12-31	$55,471	650	0.0%	Shares	Sole	2022-02-03
2021-09-30	$49,127	650	0.0%	Shares	Sole	2021-11-05
2021-06-30	$52,877	650	0.0%	Shares	Sole	2021-08-09
2021-03-31	$51,239	650	0.0%	Shares	Sole	2021-05-12
2020-12-31	$55,581	650	-18.8%	Shares	Sole	2021-02-11
2020-09-30	$61,720	800	0.0%	Shares	Sole	2020-11-12
2020-06-30	$58,608	800	0.0%	Shares	Sole	2020-07-31
2020-03-31	$53,088	800	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.