Private Wealth Management Group, LLC
Position in CL — Colgate Palmolive Co
CIK 2011342
PRINCETON, NJ
Position in CL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,137
+$14,012 QoQ
Shares Held
296
+92.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,857
of 2,002 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Private Wealth Management Group, LLC holds $752,883 across 12 Household & Personal Products names. CL ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,758 | $551,073 | |
| 2 | KVUE |
Kenvue Inc.
|
5,011 | $95,760 | |
| 3 | KMB |
Kimberly Clark Corp
|
507 | $55,653 | |
| 4 | CL |
Colgate Palmolive Co
This page
|
296 | $27,137 | |
| 5 | EL |
Estee Lauder Companies Inc
|
96 | $7,579 | |
| 6 | CLX |
Clorox Co /De/
|
48 | $4,581 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
54 | $3,996 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
42 | $3,601 |
All Filings in CL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,137 | 296 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,125 | 154 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,057 | 64 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,674 | 96 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,726 | 63 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,903 | 63 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,000 | 121 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,540 | 63 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,822 | 60 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,403 | 60 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,782 | 60 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||