Position in CL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$231,675
-$26,998 QoQ
Shares Held
2,527
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,593
of 2,005 holders
Holding Since
Sep 2024
4 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, 2026Quantum Financial Advisors, LLC holds $1,084,533 across 2 Household & Personal Products names. CL ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,816 | $852,858 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,527 | $231,675 |
All Filings in CL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,675 | 2,527 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $258,673 | 3,035 | Shares | Sole | 2026-04-08 | |
| 2024-12-31 | $229,638 | 2,526 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $245,303 | 2,363 | Shares | Sole | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||