KINGSWOOD WEALTH ADVISORS, LLC

Position in CL — Colgate Palmolive Co

CIK 1987855 SAN DIEGO, CA

Position in CL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$248,819

-$1,232,238 QoQ

Shares Held

2,714

-81.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,553

of 2,005 holders

Holding Since

Sep 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $6,010,176 across 5 Household & Personal Products names. CL ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	30,532	$4,477,212
2	KMB	Kimberly Clark Corp	7,201	$790,453
3	UL	Unilever PLC	4,251	$255,570
4	CL	Colgate Palmolive Co This page	2,714	$248,819
5	CLX	Clorox Co /De/	2,495	$238,122

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,819	2,714	-81.0%	Shares	Sole	2026-07-27
2024-09-30	$1,481,057	14,267	+1.3%	Shares	Sole	2024-10-21
2024-06-30	$1,366,420	14,081	+3.7%	Shares	Sole	2024-07-09
2024-03-31	$1,223,329	13,585	-2.7%	Shares	Sole	2024-04-15
2023-12-31	$1,112,751	13,960	+12.8%	Shares	Sole	2024-01-16
2023-09-30	$880,057	12,376	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.