WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in CL — Colgate Palmolive Co
CIK 752365
SOUTH BEND, IN
Position in CL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$272,381
+$31,010 QoQ
Shares Held
2,971
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,488
of 2,002 holders
Holding Since
Mar 2020
23 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, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,488,574 across 2 Household & Personal Products names. CL ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
28,752 | $4,216,193 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,971 | $272,381 |
All Filings in CL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,381 | 2,971 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $241,371 | 2,832 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $212,958 | 2,695 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $243,702 | 2,681 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $224,224 | 2,393 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $228,589 | 2,202 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $213,196 | 2,197 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $408,035 | 5,119 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $406,606 | 5,718 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $471,253 | 6,117 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $447,668 | 5,957 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $578,082 | 7,337 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $620,799 | 8,837 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $706,273 | 8,813 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $677,389 | 8,933 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $762,342 | 8,933 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $675,156 | 8,933 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $715,880 | 8,800 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $748,885 | 9,500 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $940,610 | 11,000 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $848,650 | 11,000 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $805,860 | 11,000 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $792,338 | 11,940 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||