Position in CHD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,221,130
+$1,053,894 QoQ
Shares Held
260,334
+0.5% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#99
of 1,070 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $177,607,667 across 11 Household & Personal Products names. CHD ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
551,542 | $80,878,077 | |
| 2 | KMB |
Kimberly Clark Corp
|
564,452 | $61,959,860 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
This page
|
260,334 | $25,221,130 | |
| 4 | CL |
Colgate Palmolive Co
|
41,172 | $3,774,629 | |
| 5 | KVUE |
Kenvue Inc.
|
123,372 | $2,357,615 | |
| 6 | CLX |
Clorox Co /De/
|
10,830 | $1,033,610 | |
| 7 | UL |
Unilever PLC
|
15,852 | $953,018 | |
| 8 | ACU |
Acme United Corp
|
17,419 | $831,234 |
All Filings in CHD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,221,130 | 260,334 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $24,167,236 | 258,972 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $21,624,049 | 257,890 | Shares | Other | 2026-01-26 | |
| 2025-03-31 | $249,021 | 2,262 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $226,693 | 2,165 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $229,857 | 2,195 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $874,774 | 9,251 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $729,924 | 7,966 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $757,438 | 7,557 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $680,138 | 7,693 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $561,932 | 6,971 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $473,290 | 6,625 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $407,796 | 4,401 | Shares | Sole | 2022-08-03 | |
| 2021-06-30 | $270,658 | 3,176 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $410,719 | 4,702 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $303,822 | 3,483 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $231,182 | 2,467 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||