Position in CL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$588,218
+$111,186 QoQ
Shares Held
6,416
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,101
of 2,002 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CWS Financial Advisors, LLC holds $2,299,653 across 2 Household & Personal Products names. CL ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,671 | $1,711,435 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
6,416 | $588,218 |
All Filings in CL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,218 | 6,416 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $477,032 | 5,597 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $498,458 | 6,308 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $379,954 | 4,753 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $501,313 | 5,515 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $429,989 | 4,589 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $380,821 | 4,189 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $331,672 | 3,195 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,116 | 2,866 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $255,922 | 2,842 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $781,795 | 9,808 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $783,774 | 11,022 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $865,313 | 11,232 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $848,368 | 11,289 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $917,273 | 11,642 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $776,122 | 11,048 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $886,508 | 11,062 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $889,410 | 11,729 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,001,379 | 11,734 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $955,943 | 11,751 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $917,738 | 11,642 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $989,008 | 11,566 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $893,319 | 11,579 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $856,482 | 11,691 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $631,747 | 9,520 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||