Position in CL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$204,263
-$61,330 QoQ
Shares Held
2,228
-33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,678
of 2,007 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Falcon Wealth Planning holds $682,309 across 2 Household & Personal Products names. CL ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,260 | $478,046 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,228 | $204,263 |
All Filings in CL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,263 | 2,228 | Shares | Sole | 2026-07-13 | |
| 2023-12-31 | $265,593 | 3,332 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $236,938 | 3,332 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $256,697 | 3,332 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $249,272 | 3,317 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $305,311 | 3,875 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $272,218 | 3,875 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $310,542 | 3,875 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $294,447 | 3,883 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $331,375 | 3,883 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $290,227 | 3,840 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $597,922 | 7,350 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $579,400 | 7,350 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||