AXXCESS WEALTH MANAGEMENT, LLC

Position in CL — Colgate Palmolive Co

CIK 1911056 CARLSBAD, CA

Position in CL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,106,897

+$529,539 QoQ

Shares Held

44,796

+6.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#506

of 2,002 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $19,359,464 across 5 Household & Personal Products names. CL ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	87,719	$12,863,114
2	CL	Colgate Palmolive Co This page	44,796	$4,106,897
3	KMB	Kimberly Clark Corp	12,241	$1,343,694
4	UL	Unilever PLC	11,524	$692,822
5	CLX	Clorox Co /De/	3,698	$352,937

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,106,897	44,796	+6.7%	Shares	Sole	2026-07-28
2026-03-31	$3,577,358	41,973	+1.1%	Shares	Sole	2026-04-29
2025-12-31	$3,281,147	41,523	-5.0%	Shares	Sole	2026-02-19
2025-09-30	$3,493,697	43,704	-7.8%	Shares	Sole	2025-11-07
2025-06-30	$4,306,569	47,377	+0.4%	Shares	Sole	2025-07-28
2025-03-31	$4,419,922	47,171	+21.6%	Shares	Sole	2025-04-30
2024-12-31	$3,526,035	38,786	+0.3%	Shares	Sole	2025-02-10
2024-09-30	$4,014,228	38,669	-20.7%	Shares	Sole	2024-11-04
2024-06-30	$4,732,058	48,764	-6.0%	Shares	Sole	2024-08-09
2024-03-31	$4,670,893	51,870	-5.0%	Shares	Sole	2024-05-14
2023-12-31	$4,351,209	54,588	+7.5%	Shares	Sole	2024-02-06
2023-09-30	$3,612,032	50,795	+77.3%	Shares	Sole	2023-11-14
2023-06-30	$2,206,887	28,646	+12.6%	Shares	Sole	2023-08-08
2023-03-31	$1,911,966	25,442	+26.4%	Shares	Sole	2023-05-03
2022-12-31	$1,585,885	20,128	+130.8%	Shares	Sole	2023-02-16
2022-09-30	$612,580	8,720	+25.0%	Shares	Sole	2022-11-14
2022-06-30	$558,976	6,975	+11.3%	Shares	Sole	2022-08-11
2022-03-31	$475,302	6,268	-10.8%	Shares	Sole	2022-08-11
2021-12-31	$599,342	7,023	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.