Peak Retirement Planning, Inc.
PensionPosition in CL — Colgate Palmolive Co
CIK 2056697
COLUMBUS, OH
Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,524,545
+$1,243,620 QoQ
Shares Held
38,444
+43.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#539
of 2,002 holders
Holding Since
Dec 2024
7 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, 2026Peak Retirement Planning, Inc. holds $11,126,497 across 3 Household & Personal Products names. CL ranks #3 (31.7% of the industry book) .
All Filings in CL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,524,545 | 38,444 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,280,925 | 26,762 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,129,984 | 26,955 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,790,975 | 22,404 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,425,402 | 15,681 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,027,514 | 10,966 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $792,735 | 8,720 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||