Position in CL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,536,952
+$81,167 QoQ
Shares Held
18,033
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $8,692,076 across 2 Household & Personal Products names. CL ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
49,537 | $7,155,124 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
18,033 | $1,536,952 |
All Filings in CL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,536,952 | 18,033 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,455,785 | 18,423 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,499,114 | 18,753 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,704,647 | 18,753 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,757,156 | 18,753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,798,472 | 19,783 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,053,673 | 19,783 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,919,742 | 19,783 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,781,459 | 19,783 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,576,902 | 19,783 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,406,769 | 19,783 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,559,520 | 20,243 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,551,321 | 20,643 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,684,766 | 21,383 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,595,588 | 22,713 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,820,219 | 22,713 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,722,326 | 22,713 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,938,327 | 22,713 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,783,310 | 23,595 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $2,003,081 | 24,623 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $1,941,031 | 24,623 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $2,105,512 | 24,623 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $1,936,696 | 25,103 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $1,820,144 | 24,845 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $1,648,714 | 24,845 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||