Cassaday & Co Wealth Management LLC

Position in CL — Colgate Palmolive Co

CIK 1963612 MCLEAN, VA

Position in CL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$388,998

+$25,578 QoQ

Shares Held

4,243

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,287

of 2,002 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $3,092,628 across 10 Household & Personal Products names. CL ranks #2 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	16,615	$2,436,423
2	CL	Colgate Palmolive Co This page	4,243	$388,998
3	KMB	Kimberly Clark Corp	978	$107,355
4	CLX	Clorox Co /De/	819	$78,165
5	CHD	Church & Dwight Co Inc /De/	403	$39,042
6	UL	Unilever PLC	371	$22,304
7	HELE	Helen Of Troy Ltd	545	$15,843
8	EL	Estee Lauder Companies Inc	51	$4,026

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,998	4,243	-0.5%	Shares	Sole	2026-08-10
2026-03-31	$363,420	4,264	+5.1%	Shares	Sole	2026-05-07
2025-12-31	$320,505	4,056	-0.0%	Shares	Sole	2026-02-03
2025-09-30	$324,316	4,057	+2.4%	Shares	Sole	2025-11-07
2025-06-30	$359,964	3,960	0.0%	Shares	Sole	2025-08-05
2025-03-31	$371,052	3,960	0.0%	Shares	Sole	2025-05-05
2024-12-31	$360,003	3,960	0.0%	Shares	Sole	2025-02-03
2024-09-30	$411,087	3,960	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$385,442	3,972	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$359,389	3,991	+0.8%	Shares	Sole	2024-05-08
2023-12-31	$315,651	3,960	0.0%	Shares	Sole	2024-02-14
2023-09-30	$281,595	3,960	+26.5%	Shares	Sole	2023-11-06
2023-06-30	$241,212	3,131	-20.8%	Shares	Sole	2023-08-07
2023-03-31	$297,143	3,954	0.0%	Shares	Sole	2023-05-03
2022-12-31	$311,535	3,954	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.