Position in CHD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$714,551
+$12,727 QoQ
Shares Held
7,657
-8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $56,865,903 across 8 Household & Personal Products names. CHD ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
358,491 | $30,554,187 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
150,191 | $21,693,588 | |
| 3 | KMB |
Kimberly Clark Corp
|
16,541 | $1,595,710 | |
| 4 | UL |
Unilever PLC
|
15,043 | $856,999 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
This page
|
7,657 | $714,551 | |
| 6 | CLX |
Clorox Co /De/
|
6,242 | $646,858 | |
| 7 | NUS |
Nu Skin Enterprises, Inc.
|
72,397 | $527,050 | |
| 8 | KVUE |
Kenvue Inc.
|
16,065 | $276,960 |
All Filings in CHD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $714,551 | 7,657 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $701,824 | 8,370 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,048,175 | 10,906 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $287,444 | 2,611 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $305,753 | 2,920 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $296,357 | 2,830 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $254,949 | 2,459 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $388,346 | 3,723 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $702,675 | 7,431 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $731,482 | 7,983 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $188,231 | 1,878 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,069,407 | 12,096 | Shares | Sole | 2023-06-05 | |
| 2022-06-30 | $331,074 | 3,573 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $352,103 | 3,543 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $362,952 | 3,541 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $270,829 | 3,280 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $275,090 | 3,228 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||