Position in CL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,080,907
+$57,807 QoQ
Shares Held
11,790
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#861
of 2,002 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CFS Investment Advisory Services, LLC holds $5,215,861 across 2 Household & Personal Products names. CL ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
28,198 | $4,134,954 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
11,790 | $1,080,907 |
All Filings in CL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,907 | 11,790 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,023,100 | 12,004 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $932,673 | 11,803 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $867,748 | 10,855 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,006,081 | 11,068 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,137,330 | 12,138 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,192,193 | 13,114 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,236,480 | 11,911 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,164,674 | 12,002 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $1,000,749 | 12,990 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $1,468,244 | 18,321 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $20,000 | 1,521,681 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $1,716,016 | 20,108 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,586,499 | 20,991 | Shares | Sole | 2021-11-19 | |
| 2020-12-31 | $1,973,741 | 23,082 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||