Concord Wealth Partners

Position in CL — Colgate Palmolive Co

CIK 1814214 ABINGDON, VA

Position in CL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,836,717

+$262,860 QoQ

Shares Held

20,034

+8.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#690

of 2,007 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $5,743,171 across 5 Household & Personal Products names. CL ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	26,058	$3,821,145
2	CL	Colgate Palmolive Co This page	20,034	$1,836,717
3	KMB	Kimberly Clark Corp	684	$75,082
4	UL	Unilever PLC	159	$9,559
5	CLX	Clorox Co /De/	7	$668

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,836,717	20,034	+8.5%	Shares	Sole	2026-07-27
2026-03-31	$1,573,857	18,466	+6.7%	Shares	Sole	2026-05-01
2025-12-31	$1,367,362	17,304	+4.8%	Shares	Sole	2026-01-29
2025-09-30	$1,319,969	16,512	+13.8%	Shares	Sole	2025-11-05
2025-06-30	$1,318,413	14,504	-10.4%	Shares	Sole	2025-07-25
2025-03-31	$1,516,534	16,185	-9.1%	Shares	Sole	2025-05-02
2024-12-31	$1,619,470	17,814	+53.3%	Shares	Sole	2025-01-24
2024-09-30	$1,206,064	11,618	+8.1%	Shares	Sole	2024-10-24
2024-06-30	$1,042,791	10,746	+51.4%	Shares	Sole	2024-07-31
2024-03-31	$638,994	7,096	+19.6%	Shares	Sole	2024-04-30
2023-12-31	$472,919	5,933	+3214.5%	Shares	Sole	2024-04-30
2023-09-30	$12,728	179	-42.6%	Shares	Sole	2024-04-30
2023-06-30	$24,036	312	+52.2%	Shares	Sole	2023-08-08
2023-03-31	$15,405	205	-70.6%	Shares	Sole	2023-04-26
2022-12-31	$54,995	698	-73.2%	Shares	Sole	2023-01-30
2022-06-30	$209,085	2,609	-3.7%	Shares	Sole	2022-08-04
2022-03-31	$205,499	2,710	+5.9%	Shares	Sole	2022-04-20
2021-12-31	$218,385	2,559	+168.5%	Shares	Sole	2022-01-21
2021-09-30	$72,027	953	-58.1%	Shares	Sole	2021-11-09
2021-06-30	$185,152	2,276	-5.6%	Shares	Sole	2021-07-29
2021-03-31	$190,137	2,412	+803.4%	Shares	Sole	2021-05-13
2020-12-31	$22,831	267	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.