SAX WEALTH ADVISORS, LLC

Position in CL — Colgate Palmolive Co

CIK 1846150 PARSIPPANY, NJ

Position in CL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,971,578

+$263,655 QoQ

Shares Held

21,505

+7.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#670

of 2,002 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $4,448,684 across 4 Household & Personal Products names. CL ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co This page	21,505	$1,971,578
2	PG	PROCTER & GAMBLE Co	12,123	$1,777,716
3	KVUE	Kenvue Inc.	20,147	$385,009
4	KMB	Kimberly Clark Corp	2,864	$314,381

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,971,578	21,505	+7.3%	Shares	Sole	2026-07-09
2026-03-31	$1,707,923	20,039	0.0%	Shares	Sole	2026-04-08
2025-12-31	$1,583,481	20,039	+7.0%	Shares	Sole	2026-01-12
2025-09-30	$1,496,956	18,726	-3.2%	Shares	Sole	2025-10-20
2025-06-30	$1,758,096	19,341	-17.9%	Shares	Sole	2025-07-23
2025-03-31	$2,207,572	23,560	+3.5%	Shares	Sole	2025-05-14
2024-12-31	$2,069,475	22,764	+432.0%	Shares	Sole	2025-01-15
2024-09-30	$444,202	4,279	+73.5%	Shares	Sole	2024-10-17
2024-06-30	$239,300	2,466	+1.2%	Shares	Sole	2024-07-12
2024-03-31	$219,451	2,437	-4.5%	Shares	Sole	2024-05-14
2022-06-30	$204,517	2,552	+0.1%	Shares	Sole	2022-08-11
2021-12-31	$217,531	2,549	+0.1%	Shares	Sole	2022-02-07
2021-06-30	$207,198	2,547	+0.0%	Shares	Sole	2021-08-12
2021-03-31	$200,701	2,546	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$217,622	2,545	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.