Position in CL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,012,742
+$217,288 QoQ
Shares Held
21,954
+4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#658
of 2,002 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $20,919,005 across 10 Household & Personal Products names. CL ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
100,516 | $14,739,665 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
21,954 | $2,012,742 | |
| 3 | KMB |
Kimberly Clark Corp
|
9,987 | $1,096,272 | |
| 4 | UL |
Unilever PLC
|
13,778 | $828,332 | |
| 5 | KVUE |
Kenvue Inc.
|
37,673 | $719,931 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
6,677 | $646,867 | |
| 7 | EL |
Estee Lauder Companies Inc
|
6,089 | $480,726 | |
| 8 | CLX |
Clorox Co /De/
|
2,665 | $254,347 |
All Filings in CL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,012,742 | 21,954 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,795,454 | 21,066 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,137,571 | 14,396 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,381,191 | 54,806 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,147,039 | 45,622 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,292,029 | 13,789 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,232,103 | 13,553 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,214,473 | 11,699 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,039,201 | 10,709 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $944,444 | 10,488 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $839,266 | 10,529 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $702,282 | 9,876 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $670,787 | 8,707 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $690,478 | 9,188 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $726,443 | 9,220 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $980,352 | 12,233 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $724,783 | 9,558 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,019,386 | 11,945 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $692,161 | 9,158 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $664,304 | 8,166 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $666,034 | 8,449 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $686,388 | 8,027 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $506,644 | 6,567 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $483,442 | 6,599 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $208,901 | 3,148 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||