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Holos Integrated Wealth LLC

Position in CL — Colgate Palmolive Co

CIK 2080096 KENNETT SQUARE, PA

Position in CL

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$48,590
+$3,419 QoQ
Shares Held
530
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,807
of 2,002 holders
Holding Since
Dec 2024
7 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, 2026

Holos Integrated Wealth LLC holds $359,644 across 5 Household & Personal Products names. CL ranks #3 (13.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CL
Colgate Palmolive Co
This page
530 $48,590

All Filings in CL

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $48,590 530
2026-03-31 $45,171 530
2025-12-31 $41,880 530
2025-09-30 $42,368 530
2025-06-30 $48,177 530
2025-03-31 $49,661 530
2024-12-31 $48,182 530