Wescott Financial Advisory Group, LLC
Position in CL — Colgate Palmolive Co
CIK 1864880
Philadelphia, PA
Position in CL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$343,433
+$29,787 QoQ
Shares Held
3,746
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,350
of 2,002 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $4,222,786 across 3 Household & Personal Products names. CL ranks #3 (8.1% of the industry book) .
All Filings in CL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,433 | 3,746 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $313,646 | 3,680 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $284,155 | 3,596 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $322,637 | 4,036 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $323,149 | 3,555 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $322,702 | 3,444 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $319,730 | 3,517 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $352,746 | 3,398 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,674 | 3,387 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $301,847 | 3,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $266,948 | 3,349 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $237,862 | 3,345 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $257,698 | 3,345 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $253,556 | 3,374 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||