Position in CL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$383,039
+$51,836 QoQ
Shares Held
4,178
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,299
of 2,002 holders
Holding Since
Dec 2022
9 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, 2026FSM Wealth Advisors, LLC holds $1,462,162 across 2 Household & Personal Products names. CL ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
7,359 | $1,079,123 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
4,178 | $383,039 |
All Filings in CL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,039 | 4,178 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $331,203 | 3,886 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $303,357 | 3,839 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $283,707 | 3,549 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $291,334 | 3,205 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $207,920 | 2,219 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $203,779 | 1,963 | Shares | Sole | 2024-10-30 | |
| 2023-03-31 | $203,431 | 2,707 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $209,423 | 2,658 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||