Position in CL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$363,877
-$39,600 QoQ
Shares Held
3,969
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,319
of 2,002 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $4,293,828 across 2 Household & Personal Products names. CL ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
26,800 | $3,929,951 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,969 | $363,877 |
All Filings in CL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,877 | 3,969 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $403,477 | 4,734 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $393,835 | 4,984 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $398,420 | 4,984 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $478,952 | 5,269 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $493,705 | 5,269 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $504,459 | 5,549 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $594,727 | 5,729 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||