Smallwood Wealth Investment Management, LLC
Position in CL — Colgate Palmolive Co
CIK 1921304
RED BANK, NJ
Position in CL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$282,466
+$19,873 QoQ
Shares Held
3,081
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,460
of 2,007 holders
Holding Since
Dec 2021
19 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, 2026Smallwood Wealth Investment Management, LLC holds $1,711,903 across 5 Household & Personal Products names. CL ranks #2 (16.5% of the industry book) .
All Filings in CL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,466 | 3,081 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $262,593 | 3,081 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $280,441 | 3,549 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $283,707 | 3,549 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $322,604 | 3,549 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $435,611 | 4,649 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $422,640 | 4,649 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $482,612 | 4,649 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $451,138 | 4,649 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $418,642 | 4,649 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $370,571 | 4,649 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $330,590 | 4,649 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $358,158 | 4,649 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $349,372 | 4,649 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $366,294 | 4,649 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $342,258 | 4,872 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $390,442 | 4,872 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $369,443 | 4,872 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $415,776 | 4,872 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||