Position in CHD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,243,261
-$72,924 QoQ
Shares Held
12,833
-9.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#455
of 1,062 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $16,337,358 across 6 Household & Personal Products names. CHD ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
80,738 | $11,839,420 | |
| 2 | CL |
Colgate Palmolive Co
|
17,619 | $1,615,309 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
This page
|
12,833 | $1,243,261 | |
| 4 | KMB |
Kimberly Clark Corp
|
6,108 | $670,475 | |
| 5 | CLX |
Clorox Co /De/
|
6,315 | $602,703 | |
| 6 | UL |
Unilever PLC
|
6,091 | $366,190 |
All Filings in CHD
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,261 | 12,833 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,316,185 | 14,104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,165,934 | 13,905 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,299,552 | 14,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,469,329 | 15,288 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,760,559 | 15,992 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,679,862 | 16,043 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,521,791 | 14,532 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,571,063 | 15,153 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,555,053 | 14,908 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $931,510 | 9,851 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $893,759 | 9,754 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $987,766 | 9,855 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $886,310 | 10,025 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $811,097 | 10,062 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $727,044 | 10,177 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $843,947 | 9,108 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $983,961 | 9,901 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $956,837 | 9,335 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $761,047 | 9,217 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||