Position in CL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,233,004
+$246,126 QoQ
Shares Held
13,449
+16.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#815
of 2,002 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Soltis Investment Advisors LLC holds $10,623,682 across 2 Household & Personal Products names. CL ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
64,039 | $9,390,678 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
13,449 | $1,233,004 |
All Filings in CL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,233,004 | 13,449 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $986,878 | 11,579 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $871,353 | 11,027 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $851,680 | 10,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,002,081 | 11,024 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $981,788 | 10,478 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $976,827 | 10,745 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $235,129 | 2,265 | Shares | Sole | 2025-01-03 | |
| No filing history on record for this holder in this stock. | ||||||