Position in CL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$229,108
+$25,869 QoQ
Shares Held
2,499
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,601
of 2,002 holders
Holding Since
Dec 2020
3 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, 2026Regent Peak Wealth Advisors LLC holds $1,705,479 across 2 Household & Personal Products names. CL ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
10,068 | $1,476,371 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,499 | $229,108 |
All Filings in CL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,108 | 2,499 | Shares | Sole | 2026-07-10 | |
| 2025-12-31 | $203,239 | 2,572 | Shares | Sole | 2026-01-08 | |
| 2020-12-31 | $112,274 | 1,313 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||