Position in CHD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,689,983
+$245,916 QoQ
Shares Held
50,257
-0.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $8,969,515 across 4 Household & Personal Products names. CHD ranks #1 (52.3% of the industry book) .
All Filings in CHD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,689,983 | 50,257 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $4,444,067 | 50,714 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,689,110 | 48,789 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,176,762 | 47,023 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,784,409 | 45,692 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||