Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CL holding history

Colgate Palmolive Co in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CL overview All 13F holders of CL Full Q2 2026 holdings

Shares (Q2 2026): 88,425
Value: $8.11M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CL by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	88,425	$8.11M	0.1%	−1,734−1.9%	Reduced	Holders
Q1 2026	90,159	$7.68M	0.1%	−5,389−5.6%	Reduced	Holders
Q4 2025	95,548	$7.55M	0.1%	−4,872−4.9%	Reduced	Holders
Q3 2025	100,420	$8.03M	0.1%	−7,890−7.3%	Reduced	Holders
Q2 2025	108,310	$9.85M	0.1%	−7,257−6.3%	Reduced	Holders
Q1 2025	115,567	$10.8M	0.1%	+3,544+3.2%	Added	Holders
Q4 2024	112,023	$10.2M	0.1%	−8,538−7.1%	Reduced	Holders
Q3 2024	120,561	$12.5M	0.2%	−4,500−3.6%	Reduced	Holders
Q2 2024	125,061	$12.1M	0.2%	−8,546−6.4%	Reduced	Holders
Q1 2024	133,607	$12.0M	0.2%	−1,328−1.0%	Reduced	Holders
Q4 2023	134,935	$10.8M	0.2%	−5,053−3.6%	Reduced	Holders
Q3 2023	139,988	$9.95M	0.2%	−7,339−5.0%	Reduced	Holders
Q2 2023	147,327	$11.4M	0.2%	+128,416+679.1%	Added	Holders
Q1 2023	18,911	$1.42M	0.1%	−120−0.6%	Reduced	Holders
Q4 2022	19,031	$1.50M	0.1%	−144−0.8%	Reduced	Holders
Q3 2022	19,175	$1.35M	0.1%	+28+0.1%	Added	Holders
Q2 2022	19,147	$1.53M	0.1%	−1,154−5.7%	Reduced	Holders
Q1 2022	20,301	$1.54M	0.1%	−4,727−18.9%	Reduced	Holders
Q4 2021	25,028	$2.14M	0.1%	+5,722+29.6%	Added	Holders
Q3 2021	19,306	$1.46M	0.1%	+510+2.7%	Added	Holders
Q2 2021	18,796	$1.53M	0.1%	00.0%	Unchanged	Holders
Q1 2021	18,796	$1.48M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.