National Wealth Management Group, LLC
Position in CL — Colgate Palmolive Co
CIK 1977723
CINCINNATI, OH
Position in CL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$232,042
+$12,575 QoQ
Shares Held
2,531
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,592
of 2,007 holders
Holding Since
Sep 2024
5 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, 2026National Wealth Management Group, LLC holds $1,653,570 across 2 Household & Personal Products names. CL ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,694 | $1,421,528 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,531 | $232,042 |
All Filings in CL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,042 | 2,531 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $219,467 | 2,575 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $236,190 | 2,989 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $394,344 | 4,933 | Shares | Sole | 2025-10-31 | |
| 2024-09-30 | $381,605 | 3,676 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||