Position in CL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$258,262
+$51,324 QoQ
Shares Held
2,817
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,526
of 2,002 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $945,563 across 2 Household & Personal Products names. CL ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,687 | $687,301 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,817 | $258,262 |
All Filings in CL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,262 | 2,817 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $206,938 | 2,428 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $168,154 | 2,128 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $283,387 | 3,545 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $335,966 | 3,696 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $278,195 | 2,969 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $244,729 | 2,692 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $286,515 | 2,760 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $289,664 | 2,985 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $258,443 | 2,870 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $243,514 | 3,055 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $244,157 | 2,861 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||