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Modern Wealth Management, LLC

Position in CL — Colgate Palmolive Co

CIK 2001900 KANSAS CITY, MO

Position in CL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$565,113
-$3,710 QoQ
Shares Held
6,164
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,118
of 2,002 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 19% Shared 0% None 81%

Common Shares in CL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Modern Wealth Management, LLC holds $13,768,219 across 6 Household & Personal Products names. CL ranks #4 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CL
Colgate Palmolive Co
This page
6,164 $565,113

All Filings in CL

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $565,113 6,164
2026-03-31 $568,823 6,674
2025-12-31 $473,802 5,996
2025-09-30 $425,118 5,318
2025-06-30 $638,752 7,027
2025-03-31 $768,900 8,206
2024-12-31 $203,000 2,233