Position in CL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$806,233
+$46,408 QoQ
Shares Held
8,794
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#973
of 2,002 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026KFG WEALTH MANAGEMENT, LLC holds $1,769,657 across 2 Household & Personal Products names. CL ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
6,570 | $963,424 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
8,794 | $806,233 |
All Filings in CL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,233 | 8,794 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $759,825 | 8,915 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $707,466 | 8,953 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $767,663 | 9,603 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $965,903 | 10,626 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $827,839 | 8,835 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $791,280 | 8,704 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $845,013 | 8,140 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $917,028 | 9,450 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $754,709 | 8,381 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $637,440 | 7,997 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $568,737 | 7,998 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $545,674 | 7,083 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $245,740 | 3,270 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||