Position in CL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$394,315
New position
Shares Held
4,301
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,279
of 2,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sterling Wealth Management, Inc. holds $2,026,418 across 2 Household & Personal Products names. CL ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,130 | $1,632,103 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
4,301 | $394,315 |
All Filings in CL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,315 | 4,301 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||