Caldwell Trust Co

Bank

Position in CL — Colgate Palmolive Co

CIK 2080218 Venice, FL

Position in CL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,395,277

+$98,162 QoQ

Shares Held

15,219

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#767

of 2,002 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Caldwell Trust Co holds $12,385,653 across 7 Household & Personal Products names. CL ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	58,205	$8,535,181
2	CHD	Church & Dwight Co Inc /De/	15,271	$1,479,454
3	CL	Colgate Palmolive Co This page	15,219	$1,395,277
4	KMB	Kimberly Clark Corp	5,837	$640,727
5	UL	Unilever PLC	4,497	$270,359
6	CLX	Clorox Co /De/	633	$60,413
7	KVUE	Kenvue Inc.	222	$4,242

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,395,277	15,219	0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,297,115	15,219	-0.2%	Shares	Sole	2026-04-22
2025-12-31	$1,205,134	15,251	0.0%	Shares	Sole	2026-01-30
2025-09-30	$1,219,164	15,251	+31.2%	Shares	Sole	2025-10-23
2025-06-30	$1,056,348	11,621	-3.3%	Shares	Sole	2025-09-22
2025-03-31	$1,126,367	12,021	+0.6%	Shares	Sole	2025-09-23
2024-12-31	$1,086,556	11,952	-14.1%	Shares	Sole	2025-09-24
2024-09-30	$1,445,035	13,920	+0.6%	Shares	Sole	2025-09-24
2024-06-30	$1,342,257	13,832	-6.1%	Shares	Sole	2025-09-24
2024-03-31	$1,325,806	14,723	0.0%	Shares	Sole	2025-09-24
2023-12-31	$1,173,570	14,723	-2.7%	Shares	Sole	2025-10-01
2023-09-30	$1,076,392	15,137	-0.7%	Shares	Sole	2025-10-01
2023-06-30	$1,173,858	15,237	-0.5%	Shares	Sole	2025-10-01
2023-03-31	$1,151,147	15,318	-4.1%	Shares	Sole	2025-10-01
2022-12-31	$1,258,197	15,969	0.0%	Shares	Sole	2025-10-01
2022-09-30	$1,121,822	15,969	0.0%	Shares	Sole	2025-10-01
2022-06-30	$1,279,755	15,969	-0.2%	Shares	Sole	2025-10-02
2022-03-31	$1,213,204	15,999	-0.6%	Shares	Sole	2025-10-02
2021-12-31	$1,373,974	16,100	-0.5%	Shares	Sole	2025-10-02
2021-09-30	$1,223,337	16,186	-7.4%	Shares	Sole	2025-10-02
2021-06-30	$1,422,486	17,486	-3.0%	Shares	Sole	2025-10-02
2021-03-31	$1,421,777	18,036	0.0%	Shares	Sole	2025-10-02
2020-12-31	$1,542,258	18,036	+0.7%	Shares	Sole	2025-10-02
2020-09-30	$1,381,447	17,906	-3.2%	Shares	Sole	2025-10-02
2020-06-30	$1,355,749	18,506	-1.1%	Shares	Sole	2025-10-02
2020-03-31	$1,241,330	18,706	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.