WEATHERLY ASSET MANAGEMENT L. P.

Position in CL — Colgate Palmolive Co

CIK 934745 DEL MAR, CA

Position in CL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,228,465

+$133,427 QoQ

Shares Held

24,307

-1.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#633

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

WEATHERLY ASSET MANAGEMENT L. P. holds $16,287,826 across 4 Household & Personal Products names. CL ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	84,780	$12,432,139
2	CL	Colgate Palmolive Co This page	24,307	$2,228,465
3	KMB	Kimberly Clark Corp	7,716	$846,985
4	UL	Unilever PLC	12,978	$780,237

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,228,465	24,307	-1.1%	Shares	Sole	2026-07-20
2026-03-31	$2,095,038	24,581	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$1,941,284	24,567	-1.9%	Shares	Sole	2026-01-16
2025-09-30	$2,001,138	25,033	-3.2%	Shares	Sole	2025-10-16
2025-06-30	$2,350,037	25,853	-0.7%	Shares	Sole	2025-07-11
2025-03-31	$2,438,823	26,028	+0.3%	Shares	Sole	2025-05-01
2024-12-31	$2,358,478	25,943	0.0%	Shares	Sole	2025-01-29
2024-09-30	$2,693,142	25,943	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$2,503,923	25,803	-0.1%	Shares	Sole	2024-07-31
2024-03-31	$2,325,811	25,828	-1.5%	Shares	Sole	2024-04-19
2023-12-31	$2,090,633	26,228	-3.1%	Shares	Sole	2024-02-01
2023-09-30	$1,925,232	27,074	0.0%	Shares	Sole	2023-10-10
2023-06-30	$2,085,780	27,074	-1.1%	Shares	Sole	2023-07-21
2023-03-31	$2,057,156	27,374	-1.5%	Shares	Sole	2023-04-13
2022-12-31	$2,189,968	27,795	0.0%	Shares	Sole	2023-01-11
2022-09-30	$1,952,598	27,795	-2.0%	Shares	Sole	2022-10-17
2022-06-30	$2,273,571	28,370	0.0%	Shares	Sole	2022-07-18
2022-03-31	$2,151,297	28,370	+0.4%	Shares	Sole	2022-05-06
2021-12-31	$2,410,428	28,245	-1.5%	Shares	Sole	2022-01-28
2021-09-30	$2,166,349	28,663	-0.9%	Shares	Sole	2021-11-05
2021-06-30	$2,352,072	28,913	0.0%	Shares	Sole	2021-08-12
2021-03-31	$2,279,211	28,913	-1.9%	Shares	Sole	2021-05-05
2020-12-31	$2,521,176	29,484	0.0%	Shares	Sole	2021-02-02
2020-09-30	$2,274,690	29,484	-1.5%	Shares	Sole	2020-10-30
2020-06-30	$2,192,964	29,934	0.0%	Shares	Sole	2020-07-29
2020-03-31	$1,986,420	29,934	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.