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PDS Planning, Inc

Position in CL — Colgate Palmolive Co

CIK 838618 DUBLIN, OH

Position in CL

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$397,891
+$17,766 QoQ
Shares Held
4,340
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,276
of 2,002 holders
Holding Since
Jun 2020
14 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, 2026

PDS Planning, Inc holds $6,826,940 across 4 Household & Personal Products names. CL ranks #3 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CL
Colgate Palmolive Co
This page
4,340 $397,891

All Filings in CL

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $397,891 4,340
2026-03-31 $380,125 4,460
2025-12-31 $415,329 5,256
2025-09-30 $395,623 4,949
2025-06-30 $511,857 5,631
2025-03-31 $302,557 3,229
2024-12-31 $252,820 2,781
2024-09-30 $301,256 2,902
2024-06-30 $276,855 2,853
2024-03-31 $253,580 2,816
2023-12-31 $221,115 2,774
2023-09-30 $203,090 2,856
2023-06-30 $217,715 2,826
2020-06-30 $202,930 2,770