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Beacon Financial Advisory LLC

SEC CIK
0001800502
Latest filing
Aug 5, 2026

CL holding history

Colgate Palmolive Co in every 13F filed by Beacon Financial Advisory LLC, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of CL by Beacon Financial Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−10,774−100.0%Sold outHolders
Q1 202610,774$918.3K0.2%−67−0.6%ReducedHolders
Q4 202510,841$856.6K0.2%−871−7.4%ReducedHolders
Q3 202511,712$936.3K0.2%−129−1.1%ReducedHolders
Q2 202511,841$1.08M0.3%+738+6.6%AddedHolders
Q1 202511,103$1.04M0.3%+197+1.8%AddedHolders
Q4 202410,906$991.5K0.3%−124−1.1%ReducedHolders
Q3 202411,030$1.15M0.4%−415−3.6%ReducedHolders
Q2 202411,445$1.11M0.4%+1,241+12.2%AddedHolders
Q1 202410,204$918.9K0.4%+630+6.6%AddedHolders
Q4 20239,574$763.1K0.4%+61+0.6%AddedHolders
Q3 20239,513$676.5K0.4%+360+3.9%AddedHolders
Q2 20239,153$705.1K0.4%+150+1.7%AddedHolders
Q1 20239,003$676.6K0.4%+803+9.8%AddedHolders
Q4 20228,200$646.1K0.5%+500+6.5%AddedHolders
Q3 20227,700$541.0K0.4%−1,262−14.1%ReducedHolders
Q2 20228,962$718.0K0.4%−82−0.9%ReducedHolders
Q1 20229,044$686.0K0.3%+79+0.9%AddedHolders
Q4 20218,965$765.0K0.4%+107+1.2%AddedHolders
Q3 20218,858$669.0K0.3%00.0%UnchangedHolders
Q2 20218,858$721.0K0.4%−389−4.2%ReducedHolders
Q1 20219,247$729.0K0.4%––Holders

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