Three Magnolias Financial Advisors, LLC
Position in CL — Colgate Palmolive Co
CIK 2056795
WINSTON-SALEM, NC
Position in CL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$560,256
+$39,416 QoQ
Shares Held
6,111
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,120
of 2,002 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Three Magnolias Financial Advisors, LLC holds $881,837 across 2 Household & Personal Products names. CL ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
6,111 | $560,256 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
2,193 | $321,581 |
All Filings in CL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,256 | 6,111 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $520,840 | 6,111 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $443,776 | 5,616 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $448,943 | 5,616 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $510,494 | 5,616 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $526,219 | 5,616 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||