Position in CL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$265,490
+$46,876 QoQ
Shares Held
3,115
+29.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 70%
Shared 30%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026PUZO MICHAEL J holds $9,787,631 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
66,746 | $9,787,631 |
All Filings in CL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,490 | 3,115 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $218,614 | 2,405 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $309,678 | 3,305 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $370,457 | 4,075 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $452,610 | 4,360 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $474,040 | 4,885 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $524,991 | 5,830 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $509,346 | 6,390 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $512,347 | 7,205 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $683,730 | 8,875 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $655,683 | 8,725 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $561,378 | 7,125 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $501,585 | 7,140 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $572,199 | 7,140 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $549,009 | 7,240 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $617,861 | 7,240 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $547,955 | 7,250 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $589,787 | 7,250 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $666,113 | 8,450 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $722,559 | 8,450 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $659,632 | 8,550 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $626,373 | 8,550 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $567,378 | 8,550 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||