Everhart Financial Group, Inc.

Position in CL — Colgate Palmolive Co

CIK 1852858 Dublin, OH

Position in CL

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

Position Value

$423,744

+$103,024 QoQ

Shares Held

4,622

+22.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,240

of 2,002 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $5,504,410 across 4 Household & Personal Products names. CL ranks #2 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	31,401	$4,604,642
2	CL	Colgate Palmolive Co This page	4,622	$423,744
3	CLX	Clorox Co /De/	2,738	$261,314
4	KMB	Kimberly Clark Corp	1,956	$214,710

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,744	4,622	+22.8%	Shares	Sole	2026-07-09
2026-03-31	$320,720	3,763	+43.0%	Shares	Sole	2026-04-09
2025-12-31	$207,901	2,631	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.