Trifecta Capital Advisors, LLC

Position in CL — Colgate Palmolive Co

CIK 1962615 NORTHBROOK, IL

Position in CL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$366

-$1,072 QoQ

Shares Held

-77.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,993

of 2,002 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $744,928 across 6 Household & Personal Products names. CL ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	3,696	$541,981
2	CLX	Clorox Co /De/	1,200	$114,528
3	KMB	Kimberly Clark Corp	790	$86,718
4	UL	Unilever PLC	19	$1,142
5	CL	Colgate Palmolive Co This page	4	$366
6	CHD	Church & Dwight Co Inc /De/	2	$193

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366	4	-77.8%	Shares	Sole	2026-08-03
2025-09-30	$1,438	18	-70.5%	Shares	Sole	2025-11-03
2025-06-30	$5,544	61	+238.9%	Shares	Sole	2025-07-23
2025-03-31	$1,686	18	0.0%	Shares	Sole	2025-04-21
2024-12-31	$1,636	18	0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,868	18	-91.3%	Shares	Sole	2024-10-16
2024-06-30	$20,184	208	+1055.6%	Shares	Sole	2024-08-07
2024-03-31	$1,620	18	0.0%	Shares	Sole	2024-04-16
2023-12-31	$1,434	18	0.0%	Shares	Sole	2024-01-25
2023-09-30	$1,279	18	0.0%	Shares	Sole	2023-11-01
2023-06-30	$1,386	18	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,352	18	0.0%	Shares	Sole	2023-05-09
2022-12-31	$1,418	18	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.