Center for Financial Planning, Inc.

Position in CL — Colgate Palmolive Co

CIK 1803557 SOUTHFIED, MI

Position in CL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,972,220

+$138,753 QoQ

Shares Held

21,512

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#669

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

Center for Financial Planning, Inc. holds $4,548,533 across 4 Household & Personal Products names. CL ranks #2 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	17,472	$2,562,094
2	CL	Colgate Palmolive Co This page	21,512	$1,972,220
3	KMB	Kimberly Clark Corp	113	$12,404
4	EL	Estee Lauder Companies Inc	23	$1,815

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,972,220	21,512	0.0%	Shares	Sole	2026-07-21
2026-03-31	$1,833,467	21,512	0.0%	Shares	Sole	2026-05-04
2025-12-31	$1,699,878	21,512	-0.5%	Shares	Sole	2026-02-05
2025-09-30	$1,727,663	21,612	0.0%	Shares	Sole	2025-11-06
2025-06-30	$1,964,530	21,612	0.0%	Shares	Sole	2025-08-04
2025-03-31	$2,025,044	21,612	0.0%	Shares	Sole	2025-04-22
2024-12-31	$1,964,746	21,612	+0.5%	Shares	Sole	2025-01-30
2024-09-30	$2,233,160	21,512	-3.5%	Shares	Sole	2024-10-16
2024-06-30	$2,163,894	22,299	0.0%	Shares	Sole	2024-07-18
2024-03-31	$2,008,024	22,299	0.0%	Shares	Sole	2024-04-25
2023-12-31	$1,777,453	22,299	0.0%	Shares	Sole	2024-01-29
2023-09-30	$1,585,681	22,299	0.0%	Shares	Sole	2023-10-24
2023-06-30	$1,717,914	22,299	0.0%	Shares	Sole	2023-08-09
2023-03-31	$1,675,769	22,299	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,756,938	22,299	0.0%	Shares	Sole	2023-01-27
2022-09-30	$1,566,504	22,299	+53.2%	Shares	Sole	2022-10-14
2022-06-30	$1,166,838	14,560	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,104,084	14,560	0.0%	Shares	Sole	2022-05-03
2021-12-31	$1,242,550	14,560	0.0%	Shares	Sole	2022-02-08
2021-09-30	$1,100,444	14,560	0.0%	Shares	Sole	2021-11-17
2021-06-30	$1,184,456	14,560	-0.9%	Shares	Sole	2021-07-29
2021-03-31	$1,158,643	14,698	-1.0%	Shares	Sole	2021-05-10
2020-12-31	$1,269,652	14,848	0.0%	Shares	Sole	2021-02-09
2020-09-30	$1,145,523	14,848	0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,087,764	14,848	-0.3%	Shares	Sole	2020-08-06
2020-03-31	$988,299	14,893	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.