Position in CL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$326,197
+$10,591 QoQ
Shares Held
3,558
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,380
of 2,002 holders
Holding Since
Sep 2024
8 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, 2026OneAscent Wealth Management LLC holds $537,798 across 2 Household & Personal Products names. CL ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
3,558 | $326,197 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
1,443 | $211,601 |
All Filings in CL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,197 | 3,558 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $315,606 | 3,703 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $301,856 | 3,820 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $316,882 | 3,964 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $363,690 | 4,001 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $355,310 | 3,792 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $338,639 | 3,725 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $371,224 | 3,576 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||