Partnership Wealth Management, LLC

Position in CL — Colgate Palmolive Co

CIK 2010656 TOWSON, MD

Position in CL

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

Position Value

$1,581,846

+$111,288 QoQ

Shares Held

17,254

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.13%

of 13F equity value

Holder Rank

#730

of 2,002 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Partnership Wealth Management, LLC holds $2,747,548 across 3 Household & Personal Products names. CL ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co This page	17,254	$1,581,846
2	PG	PROCTER & GAMBLE Co	6,078	$891,277
3	KMB	Kimberly Clark Corp	2,500	$274,425

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,581,846	17,254	0.0%	Shares	Sole	2026-07-10
2026-03-31	$1,470,558	17,254	0.0%	Shares	Sole	2026-04-08
2025-12-31	$1,363,411	17,254	0.0%	Shares	Sole	2026-01-09
2025-09-30	$1,379,284	17,254	0.0%	Shares	Sole	2025-10-08
2025-06-30	$1,568,388	17,254	0.0%	Shares	Sole	2025-07-08
2025-03-31	$1,616,699	17,254	0.0%	Shares	Sole	2025-04-07
2024-12-31	$1,568,561	17,254	0.0%	Shares	Sole	2025-01-08
2024-09-30	$1,791,137	17,254	0.0%	Shares	Sole	2024-10-08
2024-06-30	$1,674,328	17,254	0.0%	Shares	Sole	2024-07-03
2024-03-31	$1,553,722	17,254	0.0%	Shares	Sole	2024-04-10
2023-12-31	$1,375,316	17,254	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.