Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$240,201
+$14,519 QoQ
Shares Held
2,620
+20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,571
of 2,002 holders
Holding Since
Sep 2024
2 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, 2026Balboa Wealth Partners holds $1,074,289 across 2 Household & Personal Products names. CL ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,688 | $834,088 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,620 | $240,201 |
All Filings in CL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,201 | 2,620 | Shares | Sole | 2026-08-10 | |
| 2024-09-30 | $225,682 | 2,174 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||