Position in CL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$847,673
-$39,656 QoQ
Shares Held
9,246
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#956
of 2,007 holders
Holding Since
Dec 2025
3 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, 2026Center for Wealth Management Advisory holds $1,703,757 across 2 Household & Personal Products names. CL ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,838 | $856,084 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
9,246 | $847,673 |
All Filings in CL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,673 | 9,246 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $887,329 | 10,411 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $822,677 | 10,411 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||