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Bernard Wealth Management Corp.

Position in CL — Colgate Palmolive Co

CIK 2056313 ROYAL OAK, MI

Position in CL

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$34,092
+$2,484 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026

Bernard Wealth Management Corp. holds $113,151 across 4 Household & Personal Products names. CL ranks #2 (30.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CL
Colgate Palmolive Co
This page
400 $34,092

All Filings in CL

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $34,092 400
2025-12-31 $31,608 400
2025-09-30 $31,976 400
2025-06-30 $36,360 400
2025-03-31 $37,480 400
2024-12-31 $36,364 400