Lifeworks Advisors, LLC

Position in CL — Colgate Palmolive Co

CIK 1882132 GRAND RAPIDS, MI

Position in CL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$861,700

+$241,993 QoQ

Shares Held

9,399

+29.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#949

of 2,005 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $9,914,532 across 6 Household & Personal Products names. CL ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLX	Clorox Co /De/	72,797	$6,947,745
2	PG	PROCTER & GAMBLE Co	8,039	$1,178,838
3	CL	Colgate Palmolive Co This page	9,399	$861,700
4	KMB	Kimberly Clark Corp	3,994	$438,421
5	KVUE	Kenvue Inc.	13,435	$256,742
6	EL	Estee Lauder Companies Inc	2,927	$231,086

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,700	9,399	+29.3%	Shares	Sole	2026-08-14
2026-03-31	$619,707	7,271	-17.0%	Shares	Sole	2026-05-04
2025-12-31	$691,820	8,755	+17.8%	Shares	Sole	2026-02-13
2025-09-30	$594,194	7,433	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$678,023	7,459	-10.7%	Shares	Sole	2025-08-05
2025-03-31	$782,395	8,350	+10.4%	Shares	Sole	2025-05-06
2024-12-31	$687,825	7,566	-9.7%	Shares	Sole	2025-02-07
2024-09-30	$870,239	8,383	-6.9%	Shares	Sole	2024-11-06
2024-06-30	$874,039	9,007	-6.8%	Shares	Sole	2024-08-13
2024-03-31	$870,243	9,664	-13.2%	Shares	Sole	2024-05-10
2023-12-31	$887,889	11,139	-9.0%	Shares	Sole	2024-02-12
2023-09-30	$870,599	12,243	+43.4%	Shares	Sole	2023-11-01
2023-06-30	$657,921	8,540	+68.6%	Shares	Sole	2023-08-02
2023-03-31	$380,559	5,064	+50.2%	Shares	Sole	2023-05-15
2022-09-30	$236,812	3,371	+13.3%	Shares	Sole	2022-11-14
2022-06-30	$238,496	2,976	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.