CL β€” COLGATE PALMOLIVE CO COM

Ownership history in L.M. KOHN & COMPANY  Β·  6 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported COLGATE PALMOLIVE CO COM (CL) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows CL at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in COLGATE PALMOLIVE CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

CL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L.M. KOHN & COMPANY held CL β€” position size vs. price
% of Fund (quarterly)    CL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 2,400 +91 +3.9% 0.06% $218K 2025-08-04 $82.30
2025 Q1 UNCHANGED 2,309 β€” 0% 0.06% $216K 2025-04-21 $92.94
2024 Q4 UNCHANGED 2,309 β€” 0% 0.05% $210K 2025-01-30 $88.70
2024 Q3 ADDED 2,309 +9 +0.4% 0.06% $240K 2024-11-14 $88.75
2024 Q2 REDUCED 2,300 -8 -0.3% 0.06% $223K 2024-07-31 $95.78
2024 Q1 INITIATED 2,308 β€” β€” 0.06% $208K 2024-04-25 $85.78

FAQ About L.M. KOHN & COMPANY and CL

These are the practical questions this page is built to answer before you even open the full history table.

How long has L.M. KOHN & COMPANY reported owning CL?

L.M. KOHN & COMPANY reported CL across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported CL position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for CL was 0.06% in 2024 Q3.

What is the latest reported CL position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 2,400 shares, equal to 0.06% of portfolio, with an estimated market value of $218K.

What does the chart on this CL ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly CL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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