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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

CL holding history

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

CL overviewAll 13F holders of CLFull Q2 2026 holdings

Shares (Q2 2026)
19,634
Value
$1.68M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CL by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,634$1.68M0.3%00.0%UnchangedHolders
Q1 202619,634$1.68M0.3%−40.0%ReducedHolders
Q4 202519,638$1.80M0.4%+27+0.1%AddedHolders
Q3 202519,611$1.51M0.3%00.0%UnchangedHolders
Q2 202519,611$1.66M0.4%+19+0.1%AddedHolders
Q1 202519,592$1.84M0.5%00.0%UnchangedHolders
Q4 202419,592$1.78M0.5%00.0%UnchangedHolders
Q3 202419,592$1.77M0.5%00.0%UnchangedHolders
Q2 202419,592$1.95M0.6%00.0%UnchangedHolders
Q1 202419,592$1.80M0.6%00.0%UnchangedHolders
Q4 202319,592$1.65M0.5%00.0%UnchangedHolders
Q3 202319,592$1.39M0.6%00.0%UnchangedHolders
Q2 202319,592$1.49M0.6%−18−0.1%ReducedHolders
Q1 202319,610$1.47M0.6%00.0%UnchangedHolders
Q4 202219,610$1.55M0.8%00.0%UnchangedHolders
Q3 202219,610$1.38M0.5%−80.0%ReducedHolders
Q2 202219,618$1.57M0.6%−12−0.1%ReducedHolders
Q1 202219,630$1.49M0.5%00.0%UnchangedHolders
Q4 202119,630$1.68M0.6%+18+0.1%AddedHolders
Q3 202119,612$1.48M0.5%00.0%UnchangedHolders
Q2 202119,612$1.59M0.6%−195−1.0%ReducedHolders
Q1 202119,807$1.56M0.4%––Holders

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