Position in CL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$465,734
-$125,847 QoQ
Shares Held
5,080
-26.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,203
of 2,002 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $1,800,891 across 2 Household & Personal Products names. CL ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,105 | $1,335,157 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
5,080 | $465,734 |
All Filings in CL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,734 | 5,080 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $591,581 | 6,941 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||