Position in CL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$279,715
+$19,679 QoQ
Shares Held
3,051
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,463
of 2,002 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $614,347 across 2 Household & Personal Products names. CL ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,282 | $334,632 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,051 | $279,715 |
All Filings in CL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,715 | 3,051 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $260,036 | 3,051 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $298,774 | 3,781 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $370,521 | 4,635 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $419,503 | 4,615 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $432,425 | 4,615 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $419,549 | 4,615 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $505,035 | 4,865 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $491,507 | 5,065 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $447,098 | 4,965 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||